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SMIZ vs DFVX

Zacks Small/Mid Cap ETF vs Dimensional US Large Cap Vector ETF

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

DFVX

Dimensional US Large Cap Vector ETF

Annual cost

0.19%

Fund size

$517M

Key differences

Both SMIZ and DFVX are equity ETFs. SMIZ charges 0.55% a year and DFVX 0.19%. The main difference: DFVX costs 0.36% less per year.

  • DFVX costs 0.36% less per year.

Side-by-side comparison

SMIZDFVX
Annual cost (TER)0.55%0.19%
Fund size (AUM)$258M$517M
Since20232023
Dividend yield0.54%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+29.0%+23.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.00%10.99%
Max drawdown-25.04%-16.71%

Similar to SMIZ and DFVX