DFLV: Why Dimensional's Large Cap Value ETF Disappoints
Source: SeekingAlpha
2025-01-29 09:09:27 ET
Summary
- DFLV seeks to outperform the Russell 1000 Value Index by better emphasizing value and profitability. The ETF launched on December 6, 2022, and has a 0.22% expense ratio.
- Its track record is short, but DFLV's 32.97% total return is only slightly ahead of its benchmark. Others ETFs, including AVLV, FELV, and especially SEIV, outperformed.
- While past performance does not predict future results, DFLV's factor mix is underwhelming compared to the peers above. Its 14.87x forward P/E ratio stands out, but that's about it.
- Specifically, I was surprised to find inferior profitability ratios compared to its benchmark, despite the advisor's claim it was a key consideration.
- Overall, I'm not impressed with DFLV, so I've assigned it a neutral "hold" rating.
Investment Thesis
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DFLV: Why Dimensional's Large Cap Value ETF Disappoints
Fidelity Enhanced Large Cap Value ETF
NASDAQ: FELV
FELV Trading
-0.49% G/L:
$35.37 Last:
81,837 Volume:
$35.26 Open:
