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VLUE vs DFVX
iShares MSCI USA Value Factor ETF vs Dimensional US Large Cap Vector ETF
Key differences
Both VLUE and DFVX are equity ETFs. VLUE charges 0.15% a year and DFVX 0.19%. The main difference: VLUE follows a index tracking strategy; DFVX uses active selection.
- VLUE follows a index tracking strategy; DFVX uses active selection.
- VLUE is much larger than DFVX. 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 | DFVX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.19% |
| Fund size (AUM) | $15.9B | $517M |
| Since | 2013 | 2023 |
| Dividend yield | 1.43% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +81.6% | +23.8% |
| CAGR 3Y | +32.9% | N/A |
| CAGR 5Y | +15.4% | N/A |
| Sharpe 3Y | 1.58 | N/A |
| Volatility 1Y | 17.89% | 10.99% |
| Max drawdown | -39.47% | -16.71% |
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