DFAT vs MFSV

ADFAT

BMFSV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,937DFAT · VO $13,829

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common0.0%DFAT and MFSV

Dimensional - US Targeted Value ETF · $31.7BMFS Active Value ETF · $673M

+16.9%3 years · per year$15,988 · […][…]

+9.8%5 years · per year$15,937 · […][…]

0.31%Expense ratio$31 · $44 on $10k · lower wins0.44%

1.33%12-mo yield$133 · $131 on $10k1.31%

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,937

MFSV

MFS Active Value

[…]

MeasureDFATMFSV

Fee0.31%0.44%

Cost on $10k a year$31$44

Yield1.33%1.31%

5 years, per year+9.8%[…]

3 years, per year+16.9%[…]

Worst drop · 1Y−9.6%−6.4%

Volatility · 1Y14.7%10.8%

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.1%	+19.0%	new	new	−6.4%	$673M

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.1%	+19.0%	new	new	−6.4%	$673M

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