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MAVF vs DFAU

Matrix Advisors Value ETF vs Dimensional US Core Equity Market ETF

MAVF

Matrix Advisors Value ETF

Matrix Asset Advisors Inc

Annual cost

0.75%

Fund size

$91M

DFAU

Dimensional US Core Equity Market ETF

Dimensional Fund Advisors

Annual cost

0.12%

Fund size

$11.5B

Key differences

  • DFAU costs 0.63% less per year.
  • DFAU is significantly larger than MAVF — larger funds tend to be more liquid and less likely to close.
  • MAVF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAVFDFAU
Annual cost (TER)0.75%0.12%
Fund size (AUM)$91M$11.5B
Since19962020
Dividend yield0.23%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+36.0%+29.5%
CAGR 3YN/A+22.4%
CAGR 5YN/A+13.1%
Sharpe 3YN/A1.18
Volatility 1Y14.06%12.21%
Max drawdown-14.87%-23.61%

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

Similar to MAVF and DFAU