DFAC vs FDLS

ADFAC

BFDLS

Measures won5–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,689DFAC · VUG $16,394

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common3.7%DFAC and FDLS

Dimensional - US Core Equity 2 ETF · $87.4BInspire Fidelis Multi Factor ETF · $252M

+20.5%3 years · per year$17,492 · $16,889+19.1%

+10.8%5 years · per year$16,689 · […][…]

0.21%Expense ratio$21 · $66 on $10k · lower wins0.66%

0.88%12-mo yield$88 · $87 on $10k

Cards for this view

DFAC

Dimensional - US Core Equity 2

$16,689

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureDFACFDLS

Fee0.21%0.66%

Cost on $10k a year$21$66

Yield0.88%0.87%

5 years, per year+10.8%[…]

3 years, per year+20.5%+19.1%

Worst drop · 1Y−8.5%−10.8%

Volatility · 1Y13.0%

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.2%	+14.0%	+18.2%	+19.1%	new	−10.8%	$252M

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.2%	+14.0%	+18.2%	+19.1%	new	−10.8%	$252M

Loading…