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SQLT vs DFSV
Ishares MSCI USA Small-Cap Quality Factor ETF vs Dimensional US Small Cap Value ETF
Key differences
Both SQLT and DFSV are equity ETFs. SQLT charges 0.20% a year and DFSV 0.30%. The main difference: SQLT follows a index tracking strategy; DFSV uses active selection.
- SQLT follows a index tracking strategy; DFSV uses active selection.
- SQLT costs 0.10% less per year.
- DFSV is much larger than SQLT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SQLT | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.30% |
| Fund size (AUM) | $8M | $7.6B |
| Since | 2026 | 2022 |
| Dividend yield | — | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +34.5% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.76 |
| Volatility 1Y | — | 17.62% |
| Max drawdown | -3.95% | -28.02% |
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