Screener
ZECP vs DFUV
Zacks Earnings Consistent Portfolio ETF vs Dimensional US Marketwide Value ETF
Key differences
Both ZECP and DFUV are equity ETFs. ZECP charges 0.55% a year and DFUV 0.21%. The main difference: DFUV costs 0.34% less per year.
- DFUV costs 0.34% less per year.
- DFUV is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFUV has delivered higher annualized returns.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | DFUV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.21% |
| Fund size (AUM) | $342M | $14.9B |
| Since | 2021 | 1998 |
| Dividend yield | 0.74% | 1.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.2% | +33.5% |
| CAGR 3Y | +16.8% | +20.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 1.10 |
| Volatility 1Y | 10.69% | 11.95% |
| Max drawdown | -21.85% | -17.60% |
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