DFSV vs NUGT

Dimensional US Small Cap Value ETF vs Direxion Daily Gold Miners Bull 2X ETF

Quick take
  • DFSV has the lower expense ratio at 0.30% vs 1.13% for NUGT.
  • DFSV pays a higher dividend yield (1.43%).

Side-by-side metrics

MetricDFSVNUGT
Expense ratio
Annual fee. Lower is better.
0.30%1.13%
Dividend yield
Trailing 12-month yield.
1.43%0.33%
AUM
Assets under management — bigger funds are typically more liquid.
$7.51B$1.01B
YTD return
15.46%1.08%
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.
1.100.40
P/E ratio
14.2818.49
Last price
$37.46$183.09
Inception
Issuer
DimensionalDirexion

DFSV top holdings

Top holdings · DFSV
DINOHF Sinclair Corp0.81%
OVVOvintiv Inc0.80%
APAAPA Corp0.77%
BWABorgWarner Inc0.76%
IVZInvesco Ltd0.75%
WCCWESCO International Inc0.72%
KNXKnight-Swift Transportation Holdings Inc Class A0.71%
WBSWebster Financial Corp0.67%
AMKRAmkor Technology Inc0.65%
DARDarling Ingredients Inc0.65%
Sector breakdown · DFSV
Real Estate0.9%
Consumer Cyclical13.5%
Basic Materials5.4%
Consumer Defensive5.8%
Technology8.1%
Communication Services2.6%
Financial Services27.5%
Utilities0.6%
Industrials15.1%
Energy13.6%
Healthcare6.9%

NUGT top holdings

Top holdings · NUGT
GDXVanEck Gold Miners ETF51.49%
Sector breakdown · NUGT
Basic Materials100.0%

About DFSV

DFSV (Dimensional US Small Cap Value ETF) is Systematic small-cap value strategy from Dimensional. Managed by Dimensional, the fund carries $7.5B in assets under management, an expense ratio of 0.30%, a dividend yield of 1.43%. Its largest holding is HF Sinclair Corp (DINO), which represents 0.8% of the portfolio. Real Estate is the fund's largest sector exposure at 0.9%.

About NUGT

NUGT (Direxion Daily Gold Miners Bull 2X ETF) is 2x daily performance of gold mining stocks. Managed by Direxion, the fund carries $1.0B in assets under management, an expense ratio of 1.13%, a dividend yield of 0.33%. Its largest holding is VanEck Gold Miners ETF (GDX), which represents 51.5% of the portfolio. Basic Materials is the fund's largest sector exposure at 100.0%.