Screener
PSET vs DFIV
Principal Quality ETF vs Dimensional International Value ETF
Key differences
- PSET costs 0.12% less per year.
- DFIV is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.
- PSET covers north america markets; DFIV covers global ex us.
- PSET follows a index tracking strategy; DFIV uses active selection.
- Over the last 3 years, DFIV has delivered higher annualized returns.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PSET | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.27% |
| Fund size (AUM) | $33M | $19.3B |
| Since | 2016 | 1999 |
| Dividend yield | 0.64% | 2.58% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +9.4% | +37.2% |
| CAGR 3Y | +13.4% | +23.6% |
| CAGR 5Y | +9.2% | N/A |
| Sharpe 3Y | 0.63 | 1.27 |
| Volatility 1Y | 12.80% | 13.74% |
| Max drawdown | -34.74% | -25.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PSET and DFIV
Explore further