Screener
PVAL vs DFSV
Putnam Focused Large Cap Value ETF vs Dimensional US Small Cap Value ETF
Key differences
Both PVAL and DFSV are equity ETFs. PVAL charges 0.55% a year and DFSV 0.30%. The main difference: DFSV costs 0.25% less per year.
- DFSV costs 0.25% less per year.
- Over the last three years, PVAL has delivered higher annualized returns.
Side-by-side comparison
| PVAL | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.30% |
| Fund size (AUM) | $11.1B | $7.6B |
| Since | 2021 | 2022 |
| Dividend yield | 0.98% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.3% | +34.5% |
| CAGR 3Y | +24.7% | +18.9% |
| CAGR 5Y | +16.0% | N/A |
| Sharpe 3Y | 1.44 | 0.76 |
| Volatility 1Y | 10.95% | 17.62% |
| Max drawdown | -16.64% | -28.02% |
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