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SMCP vs DFAU

Smart Mid Cap Etf vs Dimensional US Core Equity Market ETF

SMCP

SMART Mid Cap ETF

Annual cost

Fund size

DFAU

Dimensional US Core Equity Market ETF

Dimensional Fund Advisors

Annual cost

0.12%

Fund size

$11.5B

Side-by-side comparison

SMCPDFAU
Annual cost (TER)0.12%
Fund size (AUM)$11.5B
Since2020
Dividend yield0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+31.4%
CAGR 3YN/A+22.4%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.18
Volatility 1Y12.20%
Max drawdown-4.57%-23.61%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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