Screener
ZECP vs DFSV
Zacks Earnings Consistent Portfolio ETF vs Dimensional US Small Cap Value ETF
Key differences
Both ZECP and DFSV are equity ETFs. ZECP charges 0.55% a year and DFSV 0.30%. The main difference: DFSV costs 0.25% less per year.
- DFSV costs 0.25% less per year.
- DFSV is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFSV has delivered higher annualized returns.
Side-by-side comparison
| ZECP | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.30% |
| Fund size (AUM) | $342M | $7.6B |
| Since | 2021 | 2022 |
| Dividend yield | 0.74% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.2% | +34.5% |
| CAGR 3Y | +16.8% | +18.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.76 |
| Volatility 1Y | 10.69% | 17.62% |
| Max drawdown | -21.85% | -28.02% |
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