FCFY vs DFAC

AFCFY

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,580DFAC · IWF $15,697

Lowest cost0.18%IWF · $18 on $10k

Most income1.23%FCFY · $123 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common8.4%FCFY and DFAC

First Trust S&P 500 Diversified Free Cash Flow ETF · $2MDimensional - US Core Equity 2 ETF · $88.3B

+18.7%3 years · per year$16,742 · $17,581+20.7%

[…]5 years · per year[…] · $16,580+10.6%

0.60%Expense ratio$60 · $21 on $10k · lower wins0.21%

1.23%12-mo yield$123 · $88 on $10k

Cards for this view

FCFY

First Trust S&P 500 Diversified Free Cash Flow

[…]

DFAC

Dimensional - US Core Equity 2

$16,580

MeasureFCFYDFAC

Fee0.60%0.21%

Cost on $10k a year$60$21

Yield1.23%0.88%

5 years, per year[…]+10.6%

3 years, per year+18.7%+20.7%

Worst drop · 1Y−11.9%−8.5%

Volatility · 1Y17.0%

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
2	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
3	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk	0.60%	1.23%	−0.9%	+13.7%	+18.3%	+18.7%	new	−11.9%	$2M

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
2	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
3	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk	0.60%	1.23%	−0.9%	+13.7%	+18.3%	+18.7%	new	−11.9%	$2M

Loading…