Screener
PVAL vs DFVX
Putnam Focused Large Cap Value ETF vs Dimensional US Large Cap Vector ETF
Key differences
Both PVAL and DFVX are equity ETFs. PVAL charges 0.55% a year and DFVX 0.19%. The main difference: DFVX costs 0.36% less per year.
- DFVX costs 0.36% less per year.
- PVAL is much larger than DFVX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PVAL | DFVX | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.19% |
| Fund size (AUM) | $11.1B | $517M |
| Since | 2021 | 2023 |
| Dividend yield | 0.98% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.3% | +23.8% |
| CAGR 3Y | +24.7% | N/A |
| CAGR 5Y | +16.0% | N/A |
| Sharpe 3Y | 1.44 | N/A |
| Volatility 1Y | 10.95% | 10.99% |
| Max drawdown | -16.64% | -16.71% |
Similar to PVAL and DFVX
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