Screener
SMCO vs DFSV
Hilton Small-Midcap Opportunity ETF vs Dimensional US Small Cap Value ETF
Key differences
- DFSV costs 0.25% less per year.
- DFSV is significantly larger than SMCO — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| SMCO | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.30% |
| Fund size (AUM) | $129M | $7.5B |
| Since | 2023 | 2022 |
| Dividend yield | 0.91% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.8% | +35.5% |
| CAGR 3Y | N/A | +17.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 15.73% | 17.62% |
| Max drawdown | -22.71% | -28.02% |
Similar to SMCO and DFSV
Explore further