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QUAL vs DFAU
iShares MSCI USA Quality Factor ETF vs Dimensional US Core Equity Market ETF
Key differences
Both QUAL and DFAU are equity ETFs. QUAL charges 0.15% a year and DFAU 0.12%. The main difference: QUAL follows a index tracking strategy; DFAU uses active selection.
- QUAL follows a index tracking strategy; DFAU uses active selection.
- QUAL is much larger than DFAU. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFAU has delivered higher annualized returns.
- QUAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QUAL | DFAU | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.12% |
| Fund size (AUM) | $47.1B | $12.2B |
| Since | 2013 | 2020 |
| Dividend yield | 0.88% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.8% | +25.7% |
| CAGR 3Y | +20.1% | +21.9% |
| CAGR 5Y | +11.9% | +12.7% |
| Sharpe 3Y | 1.09 | 1.15 |
| Volatility 1Y | 12.00% | 12.35% |
| Max drawdown | -34.06% | -23.61% |
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