Screener
THLV vs DFAT
THOR Equal Weight Low Volatility ETF vs Dimensional U.S. Targeted Value ETF
Key differences
- DFAT costs 0.36% less per year.
- DFAT is significantly larger than THLV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DFAT has delivered higher annualized returns.
- DFAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| THLV | DFAT | |
|---|---|---|
| Annual cost (TER) | 0.64% | 0.28% |
| Fund size (AUM) | $58M | $13.7B |
| Since | 2022 | 1998 |
| Dividend yield | 1.64% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.3% | +31.8% |
| CAGR 3Y | +13.1% | +17.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.92 | 0.73 |
| Volatility 1Y | 9.95% | 16.98% |
| Max drawdown | -13.15% | -26.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to THLV and DFAT
Explore further