Screener
QVAL vs DFUS
Alpha Architect U.S. Quantitative Value ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both QVAL and DFUS are equity ETFs. QVAL charges 0.28% a year and DFUS 0.09%. The main difference: QVAL follows a systematic alpha strategy; DFUS uses active selection.
- QVAL follows a systematic alpha strategy; DFUS uses active selection.
- DFUS costs 0.19% less per year.
- DFUS is much larger than QVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFUS has delivered higher annualized returns.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QVAL | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.09% |
| Fund size (AUM) | $530M | $20.9B |
| Since | 2014 | 2001 |
| Dividend yield | 1.46% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | systematic alpha | active selection |
| CAGR 1Y | +31.5% | +25.5% |
| CAGR 3Y | +20.7% | +21.9% |
| CAGR 5Y | +12.6% | N/A |
| Sharpe 3Y | 0.97 | 1.14 |
| Volatility 1Y | 14.57% | 12.75% |
| Max drawdown | -51.49% | -24.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.