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PIEQ vs DISV

Principal International Equity ETF vs Dimensional International Small Cap Value ETF

PIEQ

Principal International Equity ETF

Principal Funds

Annual cost

0.48%

Fund size

$1.5B

DISV

Dimensional International Small Cap Value ETF

Dimensional Fund Advisors

Annual cost

0.42%

Fund size

$4.6B

Key differences

  • DISV costs 0.06% less per year.
  • DISV is significantly larger than PIEQ — larger funds tend to be more liquid and less likely to close.
  • PIEQ follows a index tracking strategy; DISV uses active selection.

Side-by-side comparison

PIEQDISV
Annual cost (TER)0.48%0.42%
Fund size (AUM)$1.5B$4.6B
Since20242022
Dividend yield1.22%2.44%
Asset classequityequity
Regionglobal
Strategyindex trackingactive selection
CAGR 1Y+28.5%+37.3%
CAGR 3YN/A+23.7%
CAGR 5YN/AN/A
Sharpe 3YN/A1.22
Volatility 1Y15.72%14.45%
Max drawdown-15.17%-26.77%

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

Similar to PIEQ and DISV