Screener
QUAL vs DFUV
iShares MSCI USA Quality Factor ETF vs Dimensional US Marketwide Value ETF
Key differences
Both QUAL and DFUV are equity ETFs. QUAL charges 0.15% a year and DFUV 0.21%. The main difference: QUAL follows a index tracking strategy; DFUV uses active selection.
- QUAL follows a index tracking strategy; DFUV uses active selection.
- QUAL costs 0.06% less per year.
- QUAL is much larger than DFUV. Larger funds are usually more liquid and less likely to close.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QUAL | DFUV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.21% |
| Fund size (AUM) | $47.1B | $14.9B |
| Since | 2013 | 1998 |
| Dividend yield | 0.88% | 1.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.8% | +33.5% |
| CAGR 3Y | +20.1% | +20.3% |
| CAGR 5Y | +11.9% | N/A |
| Sharpe 3Y | 1.09 | 1.10 |
| Volatility 1Y | 12.00% | 11.95% |
| Max drawdown | -34.06% | -17.60% |
Similar to QUAL and DFUV
Explore further