Screener
SMIZ vs DFSV
Zacks Small/Mid Cap ETF vs Dimensional US Small Cap Value ETF
Key differences
Both SMIZ and DFSV are equity ETFs. SMIZ charges 0.55% a year and DFSV 0.30%. The main difference: DFSV costs 0.25% less per year.
- DFSV costs 0.25% less per year.
- DFSV is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SMIZ | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.30% |
| Fund size (AUM) | $258M | $7.6B |
| Since | 2023 | 2022 |
| Dividend yield | 0.54% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +29.0% | +34.5% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.76 |
| Volatility 1Y | 17.00% | 17.62% |
| Max drawdown | -25.04% | -28.02% |
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