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SURE vs DFIV

AdvisorShares Insider Advantage ETF vs Dimensional International Value ETF

SURE

AdvisorShares Insider Advantage ETF

Annual cost

0.90%

Fund size

$52M

DFIV

Dimensional International Value ETF

Annual cost

0.27%

Fund size

$19.3B

Key differences

  • DFIV costs 0.63% less per year.
  • DFIV is significantly larger than SURE — larger funds tend to be more liquid and less likely to close.
  • SURE covers north america markets; DFIV covers global ex us.
  • Over the last 3 years, DFIV has delivered higher annualized returns.
  • DFIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SUREDFIV
Annual cost (TER)0.90%0.27%
Fund size (AUM)$52M$19.3B
Since20111999
Dividend yield0.94%2.58%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+25.6%+37.2%
CAGR 3Y+17.8%+23.6%
CAGR 5Y+9.3%N/A
Sharpe 3Y0.921.27
Volatility 1Y12.96%13.74%
Max drawdown-35.68%-25.42%

Similar to SURE and DFIV