Screener
XCHG vs DFSV
Ab US Equity ETF vs Dimensional US Small Cap Value ETF
Key differences
Both XCHG and DFSV are equity ETFs. XCHG charges 0.50% a year and DFSV 0.30%. The main difference: DFSV costs 0.20% less per year.
- DFSV costs 0.20% less per year.
- DFSV is much larger than XCHG. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| XCHG | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.30% |
| Fund size (AUM) | $702M | $7.6B |
| Since | 2025 | 2022 |
| Dividend yield | — | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +35.6% |
| CAGR 3Y | N/A | +18.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | — | 17.62% |
| Max drawdown | -9.67% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.