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VLUE vs DCOR
iShares MSCI USA Value Factor ETF vs Dimensional US Core Equity 1 ETF
Key differences
VLUE is an equity ETF, while DCOR is an alternative ETF. VLUE charges 0.15% a year and DCOR 0.14%.
- VLUE is an equity fund, while DCOR is an alternative fund. They carry different risk/return profiles.
- VLUE follows a index tracking strategy; DCOR uses multi strategy.
- VLUE is much larger than DCOR. Larger funds are usually more liquid and less likely to close.
- VLUE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VLUE | DCOR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.14% |
| Fund size (AUM) | $15.9B | $3.1B |
| Since | 2013 | 2023 |
| Dividend yield | 1.43% | 0.91% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +81.6% | +25.8% |
| CAGR 3Y | +32.9% | N/A |
| CAGR 5Y | +15.4% | N/A |
| Sharpe 3Y | 1.58 | N/A |
| Volatility 1Y | 17.89% | 12.09% |
| Max drawdown | -39.47% | -19.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.