BLCV vs DFAT

ABLCV

BDFAT

Measures won3–2BLCV wins · of 6 · 5Y

$10,000 · 5Y$17,892VTV · DFAT $15,633

Lowest cost0.03%VTV · $3 on $10k

Most income3.18%BLCV · $318 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.6%BLCV and DFAT

iShares Large Cap Value Active ETF · $363MDimensional - US Targeted Value ETF · $31.8B

+22.2%3 years · per year$18,260 · $16,277+17.6%

[…]5 years · per year[…] · $15,714+9.5%

0.45%Expense ratio$45 · $31 on $10k · lower wins0.31%

3.18%12-mo yield$318 · $132 on $10k

Cards for this view

BLCV

iShares Large Cap Value Active

[…]

DFAT

Dimensional - US Targeted Value

$15,714

MeasureBLCVDFAT

Fee0.45%0.31%

Cost on $10k a year$45$31

Yield3.18%1.32%

5 years, per year[…]+9.5%

3 years, per year+22.2%+17.6%

Worst drop · 1Y−9.8%−9.6%

Volatility · 1Y13.0%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
3	ABLCV	iShares Large Cap Value Active ETFRead Desk	0.45%	3.18%	+0.2%	+20.2%	+27.0%	+22.2%	new	−9.8%	$363M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
3	ABLCV	iShares Large Cap Value Active ETFRead Desk	0.45%	3.18%	+0.2%	+20.2%	+27.0%	+22.2%	new	−9.8%	$363M

Loading…