Screener
SLYV vs DFSV
State Street SPDR S&P 600 Small Cap Value ETF vs Dimensional US Small Cap Value ETF
Key differences
- SLYV costs 0.15% less per year.
- SLYV follows a index tracking strategy; DFSV uses active selection.
- Over the last 3 years, DFSV has delivered higher annualized returns.
- SLYV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SLYV | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.30% |
| Fund size (AUM) | $4.6B | $7.5B |
| Since | 2000 | 2022 |
| Dividend yield | 1.84% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +38.7% | +35.8% |
| CAGR 3Y | +14.8% | +17.8% |
| CAGR 5Y | +5.8% | N/A |
| Sharpe 3Y | 0.59 | 0.71 |
| Volatility 1Y | 18.43% | 17.83% |
| Max drawdown | -47.73% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SLYV and DFSV
Explore further