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VIOV vs DFSV
Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares vs Dimensional US Small Cap Value ETF
Key differences
- VIOV costs 0.20% less per year.
- DFSV is significantly larger than VIOV — larger funds tend to be more liquid and less likely to close.
- VIOV follows a index tracking strategy; DFSV uses active selection.
- Over the last 3 years, DFSV has delivered higher annualized returns.
- VIOV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VIOV | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.30% |
| Fund size (AUM) | $1.8B | $7.5B |
| Since | 2010 | 2022 |
| Dividend yield | 1.61% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +38.7% | +35.8% |
| CAGR 3Y | +15.0% | +17.8% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.60 | 0.71 |
| Volatility 1Y | 18.61% | 17.83% |
| Max drawdown | -47.36% | -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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