Screener
PVAL vs DFAS
Putnam Focused Large Cap Value ETF vs Dimensional U.S. Small Cap ETF
Key differences
Both PVAL and DFAS are equity ETFs. PVAL charges 0.55% a year and DFAS 0.26%. The main difference: DFAS costs 0.29% less per year.
- DFAS costs 0.29% less per year.
- Over the last three years, PVAL has delivered higher annualized returns.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PVAL | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.26% |
| Fund size (AUM) | $11.1B | $14.4B |
| Since | 2021 | 1998 |
| Dividend yield | 0.98% | 0.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.3% | +26.7% |
| CAGR 3Y | +24.7% | +16.7% |
| CAGR 5Y | +16.0% | N/A |
| Sharpe 3Y | 1.44 | 0.70 |
| Volatility 1Y | 10.95% | 16.88% |
| Max drawdown | -16.64% | -26.13% |
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