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LOWV vs DFAU

AB US Low Volatility Equity ETF vs Dimensional US Core Equity Market ETF

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

DFAU

Dimensional US Core Equity Market ETF

Dimensional Fund Advisors

Annual cost

0.12%

Fund size

$11.5B

Key differences

  • DFAU costs 0.27% less per year.
  • DFAU is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DFAU has delivered higher annualized returns.

Side-by-side comparison

LOWVDFAU
Annual cost (TER)0.39%0.12%
Fund size (AUM)$199M$11.5B
Since20232020
Dividend yield0.91%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+13.7%+29.5%
CAGR 3Y+16.5%+22.4%
CAGR 5YN/A+13.1%
Sharpe 3Y1.031.18
Volatility 1Y10.56%12.21%
Max drawdown-13.87%-23.61%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LOWV and DFAU