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DFSV vs. AVUV - DFA vs. Avantis US Small Cap Value ETF

DFSV and AVUV are two relatively new, ultra-targeted factor ETFs from Dimensional (DFA) and Avantis respectively for U.S. small cap value stocks. I compare them here. // TIMESTAMPS: 00:00 - Intro 00:09 - Brief Recap on Factors 00:53 - Dimensional Fund Advisors (DFA) and Avantis 02:00 - The Case for DFSV and AVUV 03:01 - Factor Loadings 03:22 - Performance 03:37 - Conclusion - DFSV or AVUV? // SUMMARY: DFSV from Dimensional, which launched in early 2022, is the new ETF counterpart for their mutual fund DFSVX that was established in 1993. AVUV from Avantis launched in late 2019, with DFSVX arguably being the inspiration. So why would we be interested in either of these funds in the first place? We're interested in getting the most factor exposure bang for our buck, and funds from the folks who quite literally wrote the book on factors are probably the best way to do that. There are a multitude of small cap value funds available nowadays; I compared a handful of the best and most popular ones in a separate post here. In short, we can show empirically that funds like DFSV and AVUV provide superior exposure to their index-based competitors such as VBR and VIOV from Vanguard, and they seem to be able to easily overcome their greater fees. That is, DFSV and AVUV are probably the most efficient and most effective targeting we can hope for as retail investors with long-only portfolios. So should you go with DFSV or AVUV? I think the primary takeaway here is that these are very similar funds with similar methodologies so you can't really go wrong either way, and both would be a fine choice for targeted factor exposure in U.S. small cap value stocks. In a taxable account, these would also be a good pair for tax loss harvesting. I personally already owned AVUV when DFSV came out, and I see no compelling reason to switch. If it ain't broke, don't fix it. Conveniently, AVUV is also slightly cheaper with a fee of 0.25% compared to 0.31% for DFSV. I would feel perfectly comfortable owning either, and it is not obvious that one is objectively “better” than the other. A choice between them may simply come down to personal, intangible preference of provider. Read the blog post here: https://www.optimizedportfolio.com/df... #smallcapvalue #etfs #factorinvesting // INVEST ► M1 Finance: https://optimizedportfolio.com/go/m1 ► My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1... ► Get my dividend portfolio: https://www.optimizedportfolio.com/m1... ► Lazy Portfolios: https://www.optimizedportfolio.com/la... ► Beginners’ reference guide (updated regularly): https://www.optimizedportfolio.com/be... ► Webull (for stock traders; get 2 free stocks): https://act.webull.com/kol-us/share.h... // SOCIAL ► Website: https://www.optimizedportfolio.com/ ► Patreon:   / optimizedportfolio   ► Facebook:   / optimizedportfolio   ► Instagram:   / optimizedportfolio   ► Twitter:   / optimizedport   ► Support my channel by shopping on Amazon (free for you): https://amzn.to/2TLCgCc I appreciate all the support! Disclaimer: This is not financial advice, investing advice, or tax advice. The information presented is for informational, educational, and entertainment purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. I always attempt to ensure the accuracy of information presented but that accuracy cannot be guaranteed. Do your own due diligence. All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future results. Opinions are my own and do not represent those of other parties mentioned. Read my lengthier disclaimer here: https://www.optimizedportfolio.com/te... Disclosure: Some of the links above are referral links. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. This allows me to continue producing high-quality content on this channel and pays for the occasional cup of coffee. I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful.