@@nightgallery161 Great question, Brandon. Looks like they're very close but AVUS is slightly higher on Value but slightly lower on Size and Profitability.
Great to know about, thank you! I subscribe to dozens of financial channels and haven't heard anyone else talking about this. Thanks for covering the lesser known offerings!
Good video! All I want is a global 5-factor ETF (comparable to $VT). Minor feedback: would love to see the actual factor loadings when you're covering each security (rather than using qualitative descriptions).
Thanks! Have you looked at AVGE? Good suggestion! I think most of my audience are novices so they might be lost but maybe I could do a separate video with the details for the die-hards.
Nice overview! Btw --- Dimensional just filed with the SEC to launch their US Large Cap Vector Equity ETF --- 0.22% expense ratio. Their Vector series is similar to their Core Equity series holding a large basket of stocks but heavily overweighting the value and smaller-sized stocks. So their Vector funds are like Core Equity funds on steriods.
great overview as always! im a fan of dimensional products and I slightly prefer them over the very similar avantis funds, although they are a bit more expensive.
Indeed. Generally speaking, I think for most of those comparisons, the not-so-exciting conclusion is going to be that they're extremely similar products, it's hard or impossible to objectively prefer one over the other, and the Avantis one should be slightly cheaper, which was basically the summary of my comparison of DFSV and AVUV: www.optimizedportfolio.com/dfsv-vs-avuv/
@@OptimizedPortfolio Excellent. FWIW I use the Aventis ETFs to construct a 60/40 US/Int 'Ben Felix'-style factor portfolio and add 10% Long/extended-term treasuries per your Ginger Ale portfolio.
I really like these ETF’s because they save us a lot expenses while being exposed to DFA factoring. I’ve seen e advisors fees can be really high which can reduce returns.
Thanks for the video. Just a question unrelated to this one are you still using leveraged upro/tmf 60/40 with the way that tmf has dropped with equities? And if not is it maybe the perfect time for investors to implement this now? Thanks
Thanks for watching, Craig! Still got my little bucketed Hedgefundie experiment running, yep. Impossible to say whether or not it's a good time to get in it. With interest rates being high that means the cost of that leverage is high as well. I try to remember to update its performance quarterly since I started on this page (scroll down to the Performance section): www.optimizedportfolio.com/hedgefundie-adventure/
any thoughts on DISV vs AVDV? AVDV unless I did my analysis wrong, AVDV has slightly higher factor loadings as well as having 0.15% less expense ratio.
Good overview. I never considered DFA as it was behind the adviser paywall. I've shed all but one active mutual fund in my taxable account due to those capital gain distributions. I'm fully invested in ETFs now and I'm not presently considering purchasing DFA ETFs. When I have an opening for another investment, I would definitely consider one of these ETFs from DFA.
It's interesting that while (until now) Dimensional hasn't offered a product to retail investors, now that they have it sounds like there's little reason to switch from Avantis to Dimensional? Though to be fair, AVUV and AVDV don't cover off emerging markets.
Great point. Hadn't really considered it like that. I think you're right though. At this point I think it just comes down to personal preference of provider based on intangibles and maybe a consideration of the small differences in fees. Glass half full, you can use the various pairs for tax loss harvesting. And Avantis has their new AVES for Emerging Markets, as well as their broader AVEM.
@@OptimizedPortfolio I haven't sorted thru these funds yet to compare them ( and I find the DFA fund list confusing ) but which provider tends to have higher volume. Edit: Now that I finished this video I understand DFA's lineup. I could not find this information on their website. I don't know why they don't make it easier to understand the difference between their funds. Thanks.
I don't think avantis has a factor tilted total international fund so I'll work in DFAX. Avantis seems cheaper for the rest of the funds with similar tilts so that seems to be my preference
So Avantis do have separate funds for Emerging and Developed Markets but yea they don't have a global ex-US. They also have AVGE which is total world. Video on Avantis funds coming soon.
Good suggestion, David! I'll do one sometime soon for DFSV and AVUV (targeted small cap value): www.optimizedportfolio.com/dfsv-vs-avuv/ Generally speaking, I think for most of those comparisons, the not-so-exciting conclusion is going to be that they're extremely similar products, it's hard or impossible to objectively prefer one over the other, and the Avantis one should be slightly cheaper.
@@OptimizedPortfolio A compare and contrast for those who like to nerd out on this kind of stuff :) Thanks for the link, I missed that article. Does your site have an RSS feed or plan one?
@@dsicario Yea I've always slacked on sending an email out when a new post goes up. I usually use Reddit and Twitter for those updates if you want to follow there. But yes, RSS feed would be here: www.optimizedportfolio.com/feed/
What do you think of DFA and their new ETF lineup?
Can you tell me which has the stronger value tilt. DFAC or AVUS?
@@nightgallery161 Great question, Brandon. Looks like they're very close but AVUS is slightly higher on Value but slightly lower on Size and Profitability.
Slow transition to migrate from MF to ETFs. Should have done them all in one fell swoop.
Great to know about, thank you! I subscribe to dozens of financial channels and haven't heard anyone else talking about this. Thanks for covering the lesser known offerings!
Sure thing. Thanks for watching!
I currently own DFSV and DISV in my Roth and taxable. I'm considering adding DFEV in the future
Awesome!
Good video!
All I want is a global 5-factor ETF (comparable to $VT).
Minor feedback: would love to see the actual factor loadings when you're covering each security (rather than using qualitative descriptions).
Thanks!
Have you looked at AVGE?
Good suggestion! I think most of my audience are novices so they might be lost but maybe I could do a separate video with the details for the die-hards.
Nice overview! Btw --- Dimensional just filed with the SEC to launch their US Large Cap Vector Equity ETF --- 0.22% expense ratio. Their Vector series is similar to their Core Equity series holding a large basket of stocks but heavily overweighting the value and smaller-sized stocks. So their Vector funds are like Core Equity funds on steriods.
Thanks!
great overview as always! im a fan of dimensional products and I slightly prefer them over the very similar avantis funds, although they are a bit more expensive.
Thanks, Christian!
Great content, thank you. Helps clarify things a lot.
Thanks! Glad it helped.
Awesome. I think the big question most people are going to be interested in is, "how do these ultra-targeted ETFs compare to Avantis equivalents?"
Indeed. Generally speaking, I think for most of those comparisons, the not-so-exciting conclusion is going to be that they're extremely similar products, it's hard or impossible to objectively prefer one over the other, and the Avantis one should be slightly cheaper, which was basically the summary of my comparison of DFSV and AVUV: www.optimizedportfolio.com/dfsv-vs-avuv/
@@OptimizedPortfolio Excellent. FWIW I use the Aventis ETFs to construct a 60/40 US/Int 'Ben Felix'-style factor portfolio and add 10% Long/extended-term treasuries per your Ginger Ale portfolio.
@@UtiliTerran Excellent!
Nice work, is there an equivalent for fund DEMSX which has a good long-term streak, thx!!!
I really like these ETF’s because they save us a lot expenses while being exposed to DFA factoring. I’ve seen e advisors fees can be really high which can reduce returns.
Thanks for the video. Just a question unrelated to this one are you still using leveraged upro/tmf 60/40 with the way that tmf has dropped with equities? And if not is it maybe the perfect time for investors to implement this now? Thanks
Thanks for watching, Craig! Still got my little bucketed Hedgefundie experiment running, yep. Impossible to say whether or not it's a good time to get in it. With interest rates being high that means the cost of that leverage is high as well. I try to remember to update its performance quarterly since I started on this page (scroll down to the Performance section): www.optimizedportfolio.com/hedgefundie-adventure/
any thoughts on DISV vs AVDV? AVDV unless I did my analysis wrong, AVDV has slightly higher factor loadings as well as having 0.15% less expense ratio.
You're correct. In the short lifespan thus far AVDV appears to win out on most dimensions.
Good overview. I never considered DFA as it was behind the adviser paywall. I've shed all but one active mutual fund in my taxable account due to those capital gain distributions. I'm fully invested in ETFs now and I'm not presently considering purchasing DFA ETFs. When I have an opening for another investment, I would definitely consider one of these ETFs from DFA.
Thanks for sharing, Dave!
Any view on owning DFAC/DFIEX together with VTSAX/VTIAX? Benign overlap?
If I already have AVGE+AVUV+AVDV+AVES, do I need any of the ETF that mentioned in your video?
No
@@OptimizedPortfolio thank you!
Yes, I own 35% DFUV, 35% DFSV, 12% DFIV, 12% DISV, 6% DFEV. It's an All World Value Portfolio.
Awesome! Thanks for sharing.
great portfolio
It's interesting that while (until now) Dimensional hasn't offered a product to retail investors, now that they have it sounds like there's little reason to switch from Avantis to Dimensional? Though to be fair, AVUV and AVDV don't cover off emerging markets.
Great point. Hadn't really considered it like that. I think you're right though. At this point I think it just comes down to personal preference of provider based on intangibles and maybe a consideration of the small differences in fees. Glass half full, you can use the various pairs for tax loss harvesting. And Avantis has their new AVES for Emerging Markets, as well as their broader AVEM.
@@OptimizedPortfolio
I haven't sorted thru these funds yet to compare them ( and I find the DFA fund list confusing ) but which provider tends to have higher volume.
Edit:
Now that I finished this video I understand DFA's lineup. I could not find this information on their website. I don't know why they don't make it easier to understand the difference between their funds. Thanks.
I don't think avantis has a factor tilted total international fund so I'll work in DFAX. Avantis seems cheaper for the rest of the funds with similar tilts so that seems to be my preference
So Avantis do have separate funds for Emerging and Developed Markets but yea they don't have a global ex-US. They also have AVGE which is total world. Video on Avantis funds coming soon.
Thanks for the video, may I know if they have ireland domiciled ETFs?
I'm not sure.
Now how about a compare and contrast between similar DFA and Avantis? :)
Good suggestion, David! I'll do one sometime soon for DFSV and AVUV (targeted small cap value): www.optimizedportfolio.com/dfsv-vs-avuv/
Generally speaking, I think for most of those comparisons, the not-so-exciting conclusion is going to be that they're extremely similar products, it's hard or impossible to objectively prefer one over the other, and the Avantis one should be slightly cheaper.
@@OptimizedPortfolio A compare and contrast for those who like to nerd out on this kind of stuff :) Thanks for the link, I missed that article. Does your site have an RSS feed or plan one?
@@dsicario Yea I've always slacked on sending an email out when a new post goes up. I usually use Reddit and Twitter for those updates if you want to follow there. But yes, RSS feed would be here: www.optimizedportfolio.com/feed/
They have at least 31 ETFs all together.
Yep
Speaking so fast robs one of credibility, from the expression, "be wary of fast talking sales people"....
What?