Screener
SURE vs DFSV
AdvisorShares Insider Advantage ETF vs Dimensional US Small Cap Value ETF
Key differences
- DFSV costs 0.60% less per year.
- DFSV is significantly larger than SURE — larger funds tend to be more liquid and less likely to close.
- SURE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SURE | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.90% | 0.30% |
| Fund size (AUM) | $52M | $7.5B |
| Since | 2011 | 2022 |
| Dividend yield | 0.94% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.6% | +37.6% |
| CAGR 3Y | +17.8% | +18.3% |
| CAGR 5Y | +9.3% | N/A |
| Sharpe 3Y | 0.92 | 0.74 |
| Volatility 1Y | 12.96% | 17.85% |
| Max drawdown | -35.68% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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