They are both leaders because they offer low-cost, tax-efficient versions of their products. What’s important to understand is that even when they each offer a fund in the same asset class, and each fund is “passively” managed, their funds can be different in risk and expected returns. To demonstrate this point, let’s look under the hood of the Vanguard Small Cap Value Index Fund (VBR | A-100) and Dimensional’s Small Cap Value Fund (DFSVX).

Read the rest of the article on ETF.com.

The post Small Value Funds Aren’t Equal appeared first on JMF Capstone Wealth Management.