DFAT
Dimensional U.S. Targeted Value ETF
SMB
HML
RMW
Adj. R2
0.979
Rel. Sharpe
1.297
Mkt beta
1.00
AUM
US$13.1B
MER
0.28%
Valuation
96
ETF comparison
Verified factor-similar pair
DFAT vs SDVY
These two ETFs pass the same FF6 US similarity lane: US-listed equity ETFs, 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
Score blends exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SMB
HML
RMW
Adj. R2
0.953
Rel. Sharpe
0.907
Mkt beta
0.98
AUM
US$10.7B
MER
0.58%
Valuation
162
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
diff +0.19
HML
diff +0.00
RMW
diff -0.03
CMA
diff +0.20
UMD
diff +0.01
Why This Pair Matches
Exposure level
77
Exposure shape
98
Mkt beta diff
0.02
Rel. Sharpe diff
0.390
This comparison focuses on measured factor exposure, not a qualitative review of each fund's portfolio-construction process. Backtested relative Sharpe is included as a secondary signal, while we continue refining a comparison metric that separates factor payoff from alpha. See methodology.
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