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JGRW vs DFVX

Jensen Quality Growth ETF vs Dimensional US Large Cap Vector ETF

JGRW

Jensen Quality Growth ETF

Annual cost

0.57%

Fund size

$96M

DFVX

Dimensional US Large Cap Vector ETF

Annual cost

0.19%

Fund size

$517M

Key differences

Both JGRW and DFVX are equity ETFs. JGRW charges 0.57% a year and DFVX 0.19%. The main difference: DFVX costs 0.38% less per year.

  • DFVX costs 0.38% less per year.
  • DFVX is much larger than JGRW. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JGRWDFVX
Annual cost (TER)0.57%0.19%
Fund size (AUM)$96M$517M
Since20242023
Dividend yield0.45%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+1.9%+23.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.85%10.99%
Max drawdown-14.63%-16.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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