Q: U.S. Small Cap ETF - please compare AVUV with DFSV and VIOV (both not in your system). I already own TQSM, perhaps add more?
5i Research Answer:
AVUV, DFSV, and VIOV are all US small cap value ETFs.
AVUV has AUM at $11.22B, yield is 1.65% and expense ratio 0.25%. It has generated a total return of 19% over the last year.
DFSV has AUM at $3.03B, yield is 1.30% and expense ratio 0.33%. It has generated a total return of 15% over the last year.
VIOV has AUM at $1.31B, yield is 2.34% and expense ratio 0.15%. It has generated a total return of 4.6% over the last year.
We would rank them best first: AVUV, VIOV, DFSV.
TQSM looks solid and we are comfortable adding to it. If we are comparing to the other funds, TQSM's strategy is different, focusing on Small & Mid Cap US equities. The fee is higher at 0.45%, but historical performance has also been better than the other funds.