DFSV vs MCHI

Dimensional US Small Cap Value ETF vs iShares MSCI China ETF

Quick take
  • DFSV has the lower expense ratio at 0.30% vs 0.59% for MCHI.
  • MCHI pays a higher dividend yield (2.14%).

Side-by-side metrics

MetricDFSVMCHI
Expense ratio
Annual fee. Lower is better.
0.30%0.59%
Dividend yield
Trailing 12-month yield.
1.38%2.14%
AUM
Assets under management — bigger funds are typically more liquid.
$7.92B$5.89B
YTD return
16.91%-11.44%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.990.59
P/E ratio
14.3911.88
Last price
$38.54$53.19
Inception
Issuer
DimensionaliShares

DFSV top holdings

Top holdings · DFSV
BWABorgWarner Inc0.81%
KNXKnight-Swift Transportation Holdings Inc Class A0.81%
DINOHF Sinclair Corp0.80%
AMKRAmkor Technology Inc0.75%
IVZInvesco Ltd0.70%
VSATViasat Inc0.70%
ARWArrow Electronics Inc0.69%
WCCWESCO International Inc0.65%
ZIONZions Bancorp NA0.63%
COLBColumbia Banking System Inc0.62%
Sector breakdown · DFSV
Real Estate0.9%
Consumer Cyclical14.9%
Basic Materials4.7%
Consumer Defensive5.5%
Technology7.8%
Communication Services2.6%
Financial Services28.5%
Utilities0.6%
Industrials16.1%
Energy11.1%
Healthcare7.3%

MCHI top holdings

Top holdings · MCHI
0700.HKTencent Holdings Ltd14.21%
9988.HKAlibaba Group Holding Ltd Ordinary Shares8.35%
00939China Construction Bank Corp Class H3.65%
01398Industrial And Commercial Bank Of China Ltd Class H2.25%
1810.HKXiaomi Corp Class B1.99%
9999.HKNetEase Inc Ordinary Shares1.91%
3690.HKMeituan Class B1.85%
PDDPDD Holdings Inc ADR1.82%
03988Bank Of China Ltd Class H1.80%
02318Ping An Insurance (Group) Co. of China Ltd Class H1.79%
Sector breakdown · MCHI
Real Estate1.5%
Consumer Cyclical22.4%
Basic Materials5.1%
Consumer Defensive2.9%
Technology13.9%
Communication Services19.3%
Financial Services19.2%
Utilities1.6%
Industrials5.4%
Energy3.4%
Healthcare5.3%

About DFSV

DFSV (Dimensional US Small Cap Value ETF) is Systematic small-cap value strategy from Dimensional. Managed by Dimensional, the fund carries $7.9B in assets under management, an expense ratio of 0.30%, a dividend yield of 1.38%. Its largest holding is BorgWarner Inc (BWA), which represents 0.8% of the portfolio. Real Estate is the fund's largest sector exposure at 0.9%.

About MCHI

MCHI (iShares MSCI China ETF) is Broad China equity exposure. Managed by iShares, the fund carries $5.9B in assets under management, an expense ratio of 0.59%, a dividend yield of 2.14%. Its largest holding is Tencent Holdings Ltd (0700.HK), which represents 14.2% of the portfolio. Real Estate is the fund's largest sector exposure at 1.5%.