TCV vs DFAS

ATCV

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,971IJH · DFAS $13,953

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common3.1%TCV and DFAS

Towle Small-Cap Value ETF · $203MDimensional - US Small Cap ETF · $33.6B

[…]3 years · per year[…] · $15,805+16.5%

[…]5 years · per year[…] · $13,953+6.9%

0.85%Expense ratio$85 · $30 on $10k · lower wins0.30%

0.24%12-mo yield$24 · $101 on $10k1.01%

Cards for this view

TCV

Towle Small-Cap Value

[…]

DFAS

Dimensional - US Small Cap

$13,953

MeasureTCVDFAS

Fee0.85%0.30%

Cost on $10k a year$85$30

Yield0.24%1.01%

5 years, per year[…]+6.9%

3 years, per year[…]+16.5%

Worst drop · 1Y−12.2%−9.4%

Volatility · 1Y19.3%15.9%

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$124.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.6%	+16.5%	+6.9%	−9.4%	$33.6B
3	ATCV	Towle Small-Cap Value ETFRead Desk	0.85%	0.24%	−0.5%	+26.8%	+26.4%	new	new	−12.2%	$203M

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$124.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.6%	+16.5%	+6.9%	−9.4%	$33.6B
3	ATCV	Towle Small-Cap Value ETFRead Desk	0.85%	0.24%	−0.5%	+26.8%	+26.4%	new	new	−12.2%	$203M

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