DFIV vs. IVLU
Compare and contrast key facts about Dimensional International Value ETF (DFIV) and iShares MSCI Intl Value Factor ETF (IVLU).
DFIV and IVLU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999. IVLU is a passively managed fund by iShares that tracks the performance of the MSCI World ex USA Enhanced Value. It was launched on Jun 16, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIV or IVLU.
Correlation
The correlation between DFIV and IVLU is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFIV vs. IVLU - Performance Comparison
Key characteristics
DFIV:
0.80
IVLU:
0.89
DFIV:
1.18
IVLU:
1.33
DFIV:
1.16
IVLU:
1.18
DFIV:
0.94
IVLU:
1.03
DFIV:
3.66
IVLU:
3.60
DFIV:
3.79%
IVLU:
4.44%
DFIV:
17.48%
IVLU:
17.97%
DFIV:
-25.42%
IVLU:
-41.86%
DFIV:
-1.79%
IVLU:
-1.71%
Returns By Period
In the year-to-date period, DFIV achieves a 12.94% return, which is significantly lower than IVLU's 14.50% return.
DFIV
12.94%
-0.45%
10.01%
14.42%
N/A
N/A
IVLU
14.50%
0.36%
11.64%
16.53%
15.76%
N/A
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DFIV vs. IVLU - Expense Ratio Comparison
DFIV has a 0.27% expense ratio, which is lower than IVLU's 0.30% expense ratio.
Risk-Adjusted Performance
DFIV vs. IVLU — Risk-Adjusted Performance Rank
DFIV
IVLU
DFIV vs. IVLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Value ETF (DFIV) and iShares MSCI Intl Value Factor ETF (IVLU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DFIV vs. IVLU - Dividend Comparison
DFIV's dividend yield for the trailing twelve months is around 3.59%, less than IVLU's 3.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFIV Dimensional International Value ETF | 3.59% | 3.88% | 3.93% | 3.84% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVLU iShares MSCI Intl Value Factor ETF | 3.89% | 4.46% | 4.69% | 3.59% | 3.25% | 2.05% | 3.53% | 2.82% | 2.87% | 2.53% | 0.93% |
Drawdowns
DFIV vs. IVLU - Drawdown Comparison
The maximum DFIV drawdown since its inception was -25.42%, smaller than the maximum IVLU drawdown of -41.86%. Use the drawdown chart below to compare losses from any high point for DFIV and IVLU. For additional features, visit the drawdowns tool.
Volatility
DFIV vs. IVLU - Volatility Comparison
Dimensional International Value ETF (DFIV) and iShares MSCI Intl Value Factor ETF (IVLU) have volatilities of 11.96% and 12.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.