Screener
VLUE vs DFSV
iShares MSCI USA Value Factor ETF vs Dimensional US Small Cap Value ETF
Key differences
Both VLUE and DFSV are equity ETFs. VLUE charges 0.15% a year and DFSV 0.30%. The main difference: VLUE follows a index tracking strategy; DFSV uses active selection.
- VLUE follows a index tracking strategy; DFSV uses active selection.
- VLUE costs 0.15% less per year.
- Over the last three years, VLUE has delivered higher annualized returns.
- VLUE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VLUE | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.30% |
| Fund size (AUM) | $15.9B | $7.6B |
| Since | 2013 | 2022 |
| Dividend yield | 1.43% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +81.6% | +34.5% |
| CAGR 3Y | +32.9% | +18.9% |
| CAGR 5Y | +15.4% | N/A |
| Sharpe 3Y | 1.58 | 0.76 |
| Volatility 1Y | 17.89% | 17.62% |
| Max drawdown | -39.47% | -28.02% |
Similar to VLUE and DFSV
Explore further