DFSV vs VHT

Dimensional US Small Cap Value ETF vs Vanguard Health Care ETF

Quick take
  • VHT has the lower expense ratio at 0.09% vs 0.30% for DFSV.
  • VHT pays a higher dividend yield (1.72%).

Side-by-side metrics

MetricDFSVVHT
Expense ratio
Annual fee. Lower is better.
0.30%0.09%
Dividend yield
Trailing 12-month yield.
1.43%1.72%
AUM
Assets under management — bigger funds are typically more liquid.
$7.51B$18.51B
YTD return
15.46%-4.77%
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.
1.100.64
P/E ratio
14.2825.44
Last price
$37.46$271.09
Inception
Issuer
DimensionalVanguard

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%

VHT top holdings

Top holdings · VHT
LLYEli Lilly and Co11.89%
JNJJohnson & Johnson9.34%
ABBVAbbVie Inc6.18%
MRKMerck & Co Inc4.80%
UNHUnitedHealth Group Inc3.94%
AMGNAmgen Inc3.05%
TMOThermo Fisher Scientific Inc2.97%
ABTAbbott Laboratories2.87%
GILDGilead Sciences Inc2.78%
ISRGIntuitive Surgical Inc2.63%
Sector breakdown · VHT
Technology0.0%
Financial Services0.0%
Industrials0.0%
Healthcare100.0%

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 VHT

VHT (Vanguard Health Care ETF) is US health care sector stocks. Managed by Vanguard, the fund carries $18.5B in assets under management, an expense ratio of 0.09%, a dividend yield of 1.72%. Its largest holding is Eli Lilly and Co (LLY), which represents 11.9% of the portfolio. Technology is the fund's largest sector exposure at 0.0%.