Dimensional US Marketwide Value ETF (DFUV) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with DFUV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFUV
DFUV charges 0.21% annually. There are 31 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | DFUV vs VTV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | DFUV vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | DFUV vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | DFUV vs SCHV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | DFUV vs ILCV |
Best Risk-Adjusted Alternatives to DFUV
DFUV has a PortfoliosLab risk / return rank of 88. There are 11 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | DFUV vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | DFUV vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | DFUV vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | DFUV vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | DFUV vs LSVD |
Top Performing DFUV Alternatives (YTD)
DFUV is at 17.25% YTD. There are 6 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | DFUV vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | DFUV vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | DFUV vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | DFUV vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | DFUV vs ROE |
Lowest Volatility Alternatives to DFUV
DFUV has 12.18% 1-year volatility. There are 95 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | DFUV vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | DFUV vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | DFUV vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | DFUV vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | DFUV vs DTD |
Lowest Drawdown Alternatives to DFUV
DFUV has a 1-year max drawdown of -6.01%. There are 17 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | DFUV vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | DFUV vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | DFUV vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | DFUV vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | DFUV vs ELCV |
Other ETFs from Dimensional
The 10 most viewed Dimensional ETFs shown here include DFUS, DFIV, DFAW and span 6 categories. AUM among these funds goes as high as $47B.
Often Compared With DFUV
Investors most often compare DFUV with DFLV, AVUV, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare DFUV with Any Fund or Stock
Compare DFUV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFUV with funds that move differently
Dimensional US Marketwide Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFUV.
Explore DFUV Diversifiers