MVPA vs DFAT

AMVPA

BDFAT

Measures won0–4DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,697IWF · DFAT $15,633

Lowest cost0.18%IWF · $18 on $10k

Most income1.33%DFAT · $133 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common2.2%MVPA and DFAT

Miller Value Partners Appreciation ETF · $72MDimensional - US Targeted Value ETF · $31.8B

[…]3 years · per year[…] · $16,236+17.5%

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

0.60%Expense ratio$60 · $31 on $10k · lower wins0.31%

0.51%12-mo yield$51 · $133 on $10k1.33%

Cards for this view

MVPA

Miller Value Partners Appreciation

[…]

DFAT

Dimensional - US Targeted Value

$15,633

MeasureMVPADFAT

Fee0.60%0.31%

Cost on $10k a year$60$31

Yield0.51%1.33%

5 years, per year[…]+9.3%

3 years, per year[…]+17.5%

Worst drop · 1Y−13.8%−9.6%

Volatility · 1Y19.0%14.8%

#
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	AMVPA	Miller Value Partners Appreciation ETFRead Desk	0.60%	0.51%	−0.3%	+10.6%	+13.5%	new	new	−13.8%	$72M

#
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	AMVPA	Miller Value Partners Appreciation ETFRead Desk	0.60%	0.51%	−0.3%	+10.6%	+13.5%	new	new	−13.8%	$72M

Loading…