Screener
SMLF vs DFSV
iShares U.S. Small-Cap Equity Factor ETF vs Dimensional US Small Cap Value ETF
Key differences
- SMLF costs 0.15% less per year.
- SMLF follows a index tracking strategy; DFSV uses active selection.
- Over the last 3 years, SMLF has delivered higher annualized returns.
- SMLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMLF | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.30% |
| Fund size (AUM) | $3.6B | $7.5B |
| Since | 2015 | 2022 |
| Dividend yield | 1.07% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.5% | +35.8% |
| CAGR 3Y | +20.4% | +17.8% |
| CAGR 5Y | +10.7% | N/A |
| Sharpe 3Y | 0.86 | 0.71 |
| Volatility 1Y | 17.32% | 17.83% |
| Max drawdown | -41.89% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SMLF and DFSV
Explore further