Screener
QVAL vs DFIV
Alpha Architect U.S. Quantitative Value ETF vs Dimensional International Value ETF
Key differences
Both QVAL and DFIV are equity ETFs. QVAL charges 0.28% a year and DFIV 0.27%. The main difference: QVAL follows a systematic alpha strategy; DFIV uses active selection.
- QVAL follows a systematic alpha strategy; DFIV uses active selection.
- QVAL covers North America; DFIV covers global markets excluding the US.
- DFIV is much larger than QVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIV has delivered higher annualized returns.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QVAL | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.27% |
| Fund size (AUM) | $530M | $20.0B |
| Since | 2014 | 1999 |
| Dividend yield | 1.46% | 2.54% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | systematic alpha | active selection |
| CAGR 1Y | +31.5% | +34.6% |
| CAGR 3Y | +20.7% | +24.1% |
| CAGR 5Y | +12.6% | N/A |
| Sharpe 3Y | 0.97 | 1.30 |
| Volatility 1Y | 14.57% | 14.10% |
| Max drawdown | -51.49% | -25.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.