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LOWV vs DFLV

AB US Low Volatility Equity ETF vs Dimensional US Large Cap Value ETF

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

DFLV

Dimensional US Large Cap Value ETF

Dimensional Fund Advisors

Annual cost

0.21%

Fund size

$5.9B

Key differences

  • DFLV costs 0.18% less per year.
  • DFLV is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DFLV has delivered higher annualized returns.

Side-by-side comparison

LOWVDFLV
Annual cost (TER)0.39%0.21%
Fund size (AUM)$199M$5.9B
Since20232022
Dividend yield0.91%1.46%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+13.7%+32.4%
CAGR 3Y+16.5%+19.2%
CAGR 5YN/AN/A
Sharpe 3Y1.031.08
Volatility 1Y10.56%11.35%
Max drawdown-13.87%-16.80%

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

Similar to LOWV and DFLV