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VLUE vs DFUS
iShares MSCI USA Value Factor ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both VLUE and DFUS are equity ETFs. VLUE charges 0.15% a year and DFUS 0.09%. The main difference: VLUE follows a index tracking strategy; DFUS uses active selection.
- VLUE follows a index tracking strategy; DFUS uses active selection.
- DFUS costs 0.06% less per year.
- Over the last three years, VLUE has delivered higher annualized returns.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VLUE | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.09% |
| Fund size (AUM) | $15.9B | $20.9B |
| Since | 2013 | 2001 |
| Dividend yield | 1.43% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +81.6% | +25.6% |
| CAGR 3Y | +32.9% | +22.6% |
| CAGR 5Y | +15.4% | N/A |
| Sharpe 3Y | 1.58 | 1.18 |
| Volatility 1Y | 17.89% | 12.55% |
| Max drawdown | -39.47% | -24.62% |
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