DFLV vs DFAT

ADFLV

BDFAT

Measures won5–0DFLV wins · of 6 · 5Y

$10,000 · 5Y$15,697IWF · DFAT $15,633

Lowest cost0.18%IWF · $18 on $10k

Most income1.35%DFLV · $135 on $10k

Smallest drop−5.5%DFLV · worst fall in 1Y

Held in common0.8%DFLV and DFAT

Dimensional - US Large Cap Value ETF · $7.5BDimensional - US Targeted Value ETF · $31.8B

+21.8%3 years · per year$18,073 · $16,236+17.5%

[…]5 years · per year[…] · $15,633+9.3%

0.21%Expense ratio$21 · $31 on $10k · lower wins0.31%

1.35%12-mo yield$135 · $133 on $10k

Cards for this view

DFLV

Dimensional - US Large Cap Value

[…]

DFAT

Dimensional - US Targeted Value

$15,633

MeasureDFLVDFAT

Fee0.21%0.31%

Cost on $10k a year$21$31

Yield1.35%1.33%

5 years, per year[…]+9.3%

3 years, per year+21.8%+17.5%

Worst drop · 1Y−5.5%−9.6%

Volatility · 1Y11.2%

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
3	ADFLV	Dimensional - US Large Cap Value ETFRead Desk	0.21%	1.35%	−0.5%	+24.2%	+27.9%	+21.8%	new	−5.5%	$7.5B

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
3	ADFLV	Dimensional - US Large Cap Value ETFRead Desk	0.21%	1.35%	−0.5%	+24.2%	+27.9%	+21.8%	new	−5.5%	$7.5B

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