Screener
SMCO vs DFAS
Hilton Small-Midcap Opportunity ETF vs Dimensional U.S. Small Cap ETF
Key differences
- DFAS costs 0.29% less per year.
- DFAS is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMCO | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.26% |
| Fund size (AUM) | $129M | $14.0B |
| Since | 2023 | 1998 |
| Dividend yield | 0.91% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.8% | +29.2% |
| CAGR 3Y | N/A | +16.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.69 |
| Volatility 1Y | 15.73% | 16.75% |
| Max drawdown | -22.71% | -26.13% |
Similar to SMCO and DFAS
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