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MFSG vs DFUS

MFS Active Growth ETF vs Dimensional U.S. Equity Market ETF

MFSG

MFS Active Growth ETF

MFS

Annual cost

0.49%

Fund size

$293M

DFUS

Dimensional U.S. Equity Market ETF

Dimensional Fund Advisors

Annual cost

0.09%

Fund size

$19.9B

Key differences

  • DFUS costs 0.40% less per year.
  • DFUS is significantly larger than MFSG — larger funds tend to be more liquid and less likely to close.
  • DFUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFSGDFUS
Annual cost (TER)0.49%0.09%
Fund size (AUM)$293M$19.9B
Since20242001
Dividend yield0.08%0.87%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+22.9%+29.6%
CAGR 3YN/A+23.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.21
Volatility 1Y16.13%12.37%
Max drawdown-23.24%-24.62%

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

Similar to MFSG and DFUS