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MDAA vs DFUV

Series Portfolios Trust - Myriad Dynamic Asset Allocation ETF vs Dimensional US Marketwide Value ETF

MDAA

Series Portfolios Trust - Myriad Dynamic Asset Allocation ETF

Annual cost

Fund size

DFUV

Dimensional US Marketwide Value ETF

Dimensional Fund Advisors

Annual cost

0.21%

Fund size

$14.4B

Key differences

  • MDAA is classified as alternative, while DFUV is equity — different risk/return profiles.

Side-by-side comparison

MDAADFUV
Annual cost (TER)0.21%
Fund size (AUM)$14.4B
Since1998
Dividend yield1.41%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+33.5%
CAGR 3YN/A+19.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.05
Volatility 1Y11.87%
Max drawdown-14.59%-17.60%

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

Similar to MDAA and DFUV