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VSLU vs DFVX

Applied Finance Valuation Large Cap US ETF vs Dimensional US Large Cap Vector ETF

VSLU

Applied Finance Valuation Large Cap US ETF

Applied Finance

Annual cost

0.49%

Fund size

$496M

DFVX

Dimensional US Large Cap Vector ETF

Dimensional Fund Advisors

Annual cost

0.19%

Fund size

$486M

Key differences

  • DFVX costs 0.30% less per year.
  • VSLU follows a index tracking strategy; DFVX uses active selection.

Side-by-side comparison

VSLUDFVX
Annual cost (TER)0.49%0.19%
Fund size (AUM)$496M$486M
Since20212023
Dividend yield0.45%1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.3%+26.4%
CAGR 3Y+22.6%N/A
CAGR 5Y+14.2%N/A
Sharpe 3Y1.24N/A
Volatility 1Y12.61%10.94%
Max drawdown-23.86%-16.71%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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