On Feb 7, 4:54 pm, "Andrew Koenig" <a...[at]acm.org> wrote:
- quote -

To show that the line between value and growth is a bit subjective:
SCZ came up when I screened for "foreign small/mid value" ETFs at
morninstar.com. I realize other sites call it blend etc.

- quote -

VBR's expense ratio is lowest at around 0.12% but I found three other
domestic small cap values with ERs around 0.25%; leaning smaller
rather than mid compared to VBR; or with lower turnover. Not that this
is such an exact science to make splitting hairs worthwhile. I will
say I went with Vanguard because of its longer history in general.
(Its customer service still frequently annoys, though.)

<honda.lioness[at]gmail.com> wrote in message
news:ce4730ce-a849-4958-b9db-fde865df8029[at]40g2000prx.googlegroups.com...

- quote -

I ruled SCZ out because it's not a value fund, in addition to being 2/3
medium-cap.

DLS hasn't been around for five years, which is another minus. What I
really want is DISVX, but I don't want to pay a commission for the privilege
of owning it.

- quote -

Indeed -- I consider VISVX (or VBR, depending on whether you want an ETF) a
no-brainer if you want domestic small-cap value.

DLS, because of the much greater number of positions, much much lower
turnover (knock on wood?) and much lower expense ratio.
Morningstar.com turned up SCZ also, but I gather you ruled SCZ out
because it leans a bit more mid-cap. I think I would try to find a
five-year history or so of # of positions and turnover though, before
making a final decision.

I did a DIY study of small cap values a year or so ago. Ended up going
with Vanguard's. But you want international, and this I did not
examine until now.

If you're looking for international small-cap value exposure, would you
prefer OAKEX or DLS (or something else)?

In favor of DLS:

Lower turnover
More diversification (both geographically and number of stocks)
Lower expense ratio
Lower P/B ratio

In favor of OAKEX:

More microcap, less midcap
Better-established company with much longer history
Less emphasis on dividends, which could be good if (i.e. when) special tax
treatment ends for dividends

References to relevant sources would be welcome.