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SURE vs DFAU

AdvisorShares Insider Advantage ETF vs Dimensional US Core Equity Market ETF

SURE

AdvisorShares Insider Advantage ETF

Annual cost

0.90%

Fund size

$52M

DFAU

Dimensional US Core Equity Market ETF

Annual cost

0.12%

Fund size

$11.5B

Key differences

  • DFAU costs 0.78% less per year.
  • DFAU is significantly larger than SURE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DFAU has delivered higher annualized returns.
  • SURE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SUREDFAU
Annual cost (TER)0.90%0.12%
Fund size (AUM)$52M$11.5B
Since20112020
Dividend yield0.94%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.6%+31.4%
CAGR 3Y+17.8%+22.4%
CAGR 5Y+9.3%+13.5%
Sharpe 3Y0.921.18
Volatility 1Y12.96%12.20%
Max drawdown-35.68%-23.61%

Similar to SURE and DFAU