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ADFAS

BDFSV

Measures won1–3DFSV wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · DFAS $13,429

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%DFSV · $139 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common39.9%DFAS and DFSV

Dimensional - US Small Cap ETF · $33.5BU.S. Small Cap Value Portfolio ETF Class Shares · $27.5B

+17.2%3 years · per year$16,080 · $16,578+18.4%

+6.1%5 years · per year$13,429 · […][…]

0.30%Expense ratio$30 · $31 on $10k · lower wins0.31%

1.01%12-mo yield$101 · $139 on $10k

Cards for this view

DFAS

Dimensional - US Small Cap

$13,429

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

MeasureDFASDFSV

Fee0.30%0.31%

Cost on $10k a year$30$31

Yield1.01%1.39%

5 years, per year+6.1%[…]

3 years, per year+17.2%+18.4%

Worst drop · 1Y−9.4%−9.4%

Volatility · 1Y16.0%15.2%

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.1%	+15.1%	+17.3%	+17.2%	+6.1%	−9.4%	$33.5B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	0.0%	+18.0%	+19.2%	+17.1%	+4.8%	−9.7%	$105.8B
4	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.1%	+15.1%	+17.3%	+17.2%	+6.1%	−9.4%	$33.5B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	0.0%	+18.0%	+19.2%	+17.1%	+4.8%	−9.7%	$105.8B
4	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B