Screener
MFSV vs DFSV
MFS Active Value ETF vs Dimensional US Small Cap Value ETF
Key differences
- DFSV costs 0.14% less per year.
- DFSV is significantly larger than MFSV — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| MFSV | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.30% |
| Fund size (AUM) | $443M | $7.5B |
| Since | 2024 | 2022 |
| Dividend yield | 1.49% | 1.43% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.6% | +35.8% |
| CAGR 3Y | N/A | +17.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.71 |
| Volatility 1Y | 10.34% | 17.83% |
| Max drawdown | -12.74% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MFSV and DFSV
Explore further