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XCHG vs DFAS

Ab US Equity ETF vs Dimensional U.S. Small Cap ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

DFAS

Dimensional U.S. Small Cap ETF

Annual cost

0.26%

Fund size

$14.4B

Key differences

Both XCHG and DFAS are equity ETFs. XCHG charges 0.50% a year and DFAS 0.26%. The main difference: DFAS costs 0.24% less per year.

  • DFAS costs 0.24% less per year.
  • DFAS is much larger than XCHG. Larger funds are usually more liquid and less likely to close.
  • DFAS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGDFAS
Annual cost (TER)0.50%0.26%
Fund size (AUM)$702M$14.4B
Since20251998
Dividend yield0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+27.5%
CAGR 3YN/A+16.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.69
Volatility 1Y16.89%
Max drawdown-9.67%-26.13%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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