ETF comparison
Verified factor-similar pair

DFAT vs SDVY

These two ETFs meet the same FF6 US comparison criteria: US-listed equity ETFs, the same USD model basis, at least one material non-market factor, and 100% overlap in statistically significant material factor exposure.

SMB HML RMW
Similarity score
81
Verified similar

The score combines exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.

Quick Read

  • DFAT has the higher backtested relative Sharpe (1.348 vs 0.957).
  • DFAT has the lower published fee (0.28% vs 0.58%).
  • DFAT is cheaper on dividend valuation (105 vs 181, where 100 is each fund's historical median).
  • DFAT has the stronger regression fit (adjusted R-squared 0.978 vs 0.950).

These are screening signals, not a complete review of portfolio construction, turnover, taxes, or trading quality.

DFAT

Dimensional U.S. Targeted Value ETF
SMB HML RMW
Adj. R2
0.978
Rel. Sharpe
1.348
Mkt beta
1.00
AUM
US$13.1B
MER
0.28%
Valuation
105

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF
SMB HML RMW
Adj. R2
0.950
Rel. Sharpe
0.957
Mkt beta
0.97
AUM
US$10.7B
MER
0.58%
Valuation
181

Factor Exposure Match

Blue bars compare raw factor beta magnitude. Green bars compare absolute t-stat strength. Dim bars indicate the t-stat is below 1.96.

SMB
DFAT
+0.87
|t|
+18.9
SDVY
+0.72
|t|
+11.9
diff +0.15
HML
DFAT
+0.41
|t|
+8.4
SDVY
+0.40
|t|
+7.6
diff +0.01
RMW
DFAT
+0.24
|t|
+5.6
SDVY
+0.31
|t|
+4.9
diff -0.07
CMA
DFAT
+0.05
|t|
+0.8
SDVY
-0.14
|t|
-1.9
diff +0.19
UMD
DFAT
-0.04
|t|
-1.3
SDVY
-0.04
|t|
-1.1
diff +0.00

Why This Pair Matches

Exposure level
78
Exposure shape
98
Mkt beta diff
0.02
Rel. Sharpe diff
0.392

This comparison focuses on measured factor exposure. It does not compare holdings methodology, turnover, tax handling, or issuer process. Backtested relative Sharpe is a secondary signal rather than a stand-alone forecast. See methodology.

DFAT fund page SDVY fund page US ETF Leaders US Universe
Important context

VerifiedBeta publishes educational ETF research, not personalized investment advice, portfolio management, or security recommendations. Funds that screen well here can still be unsuitable for your objectives, taxes, liquidity needs, or constraints. Review fund documents, methodology assumptions, and your own circumstances before acting. See the full disclaimer.