LSVD vs DFAT

ALSVD

BDFAT

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−8.1%LSVD · worst fall in 1Y

Held in common7.1%LSVD and DFAT

LSV Disciplined Value ETF · $635MDimensional - US Targeted Value ETF · $31.7B

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

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

0.40%Expense ratio$40 · $31 on $10k · lower wins0.31%

0.28%12-mo yield$28 · $133 on $10k1.33%

Cards for this view

LSVD

LSV Disciplined Value

[…]

DFAT

Dimensional - US Targeted Value

$15,937

MeasureLSVDDFAT

Fee0.40%0.31%

Cost on $10k a year$40$31

Yield0.28%1.33%

5 years, per year[…]+9.8%

3 years, per year[…]+16.9%

Worst drop · 1Y−8.1%−9.6%

Volatility · 1Y14.1%

#
1	BDFAT	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	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−0.4%	+17.0%	+22.0%	new	new	−8.1%	$635M

#
1	BDFAT	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	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−0.4%	+17.0%	+22.0%	new	new	−8.1%	$635M

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