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XCHG vs DFLV

Ab US Equity ETF vs Dimensional US Large Cap Value ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

DFLV

Dimensional US Large Cap Value ETF

Annual cost

0.21%

Fund size

$6.2B

Key differences

Both XCHG and DFLV are equity ETFs. XCHG charges 0.50% a year and DFLV 0.21%. The main difference: DFLV costs 0.29% less per year.

  • DFLV costs 0.29% less per year.
  • DFLV is much larger than XCHG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

XCHGDFLV
Annual cost (TER)0.50%0.21%
Fund size (AUM)$702M$6.2B
Since20252022
Dividend yield1.42%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+33.2%
CAGR 3YN/A+20.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.13
Volatility 1Y11.35%
Max drawdown-9.67%-16.80%

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

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