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LOWV vs DFAT
AB US Low Volatility Equity ETF vs Dimensional U.S. Targeted Value ETF
Key differences
- DFAT costs 0.11% less per year.
- DFAT is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DFAT has delivered higher annualized returns.
- DFAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOWV | DFAT | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.28% |
| Fund size (AUM) | $199M | $13.7B |
| Since | 2023 | 1998 |
| Dividend yield | 0.91% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.7% | +31.8% |
| CAGR 3Y | +16.5% | +17.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.73 |
| Volatility 1Y | 10.56% | 16.98% |
| Max drawdown | -13.87% | -26.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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