DVAL vs VT

ADVAL

BVT

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · VT $15,953

Lowest cost0.03%IVV · $3 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and VT

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MVanguard Total World Stock ETF · $81.8B

+15.6%3 years · per year$15,457 · $17,564+20.7%

[…]5 years · per year[…] · $15,953+9.8%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

5.15%12-mo yield$515 · $154 on $10k

Cards for this view

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

Vanguard Total World Stock

$15,953

MeasureDVALVT

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield5.15%1.54%

5 years, per year[…]+9.8%

3 years, per year+15.6%+20.7%

Worst drop · 1Y−6.2%−9.7%

Volatility · 1Y10.4%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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