Screener
SURE vs DFUV
AdvisorShares Insider Advantage ETF vs Dimensional US Marketwide Value ETF
Key differences
- DFUV costs 0.69% less per year.
- DFUV is significantly larger than SURE — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DFUV has delivered higher annualized returns.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SURE | DFUV | |
|---|---|---|
| Annual cost (TER) | 0.90% | 0.21% |
| Fund size (AUM) | $52M | $14.4B |
| Since | 2011 | 1998 |
| Dividend yield | 0.94% | 1.41% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.6% | +35.5% |
| CAGR 3Y | +17.8% | +19.5% |
| CAGR 5Y | +9.3% | N/A |
| Sharpe 3Y | 0.92 | 1.06 |
| Volatility 1Y | 12.96% | 11.90% |
| Max drawdown | -35.68% | -17.60% |
Similar to SURE and DFUV
Explore further