Screener
SMCO vs DFLV
Hilton Small-Midcap Opportunity ETF vs Dimensional US Large Cap Value ETF
Key differences
- DFLV costs 0.34% less per year.
- DFLV is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| SMCO | DFLV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.21% |
| Fund size (AUM) | $129M | $5.9B |
| Since | 2023 | 2022 |
| Dividend yield | 0.91% | 1.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.8% | +33.7% |
| CAGR 3Y | N/A | +19.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.09 |
| Volatility 1Y | 15.73% | 11.20% |
| Max drawdown | -22.71% | -16.80% |
Similar to SMCO and DFLV
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