CNBC’s ‘ETF Edge’ Talks with Co-CEO Gerard O’Reilly

US market returns based on the Russell 3000 Index returns from 1983-2020.  Return of small value in excess of large growth sourced from https://mba.tuck.dartmouth.edu/pages/faculty/ken.french/Data_Library/f-f_factors.html. Eugene Fama and Ken French are members of the Board of Directors of the general partner of, and provide consulting services to, Dimensional Fund Advisors LP.

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ETFs trade like stocks, fluctuate in market value and may trade either at a premium or discount to their net asset value (NAV). ETF shares trade at market price and are not individually redeemable with the issuing fund, other than in large share amounts called creation units. ETFs are subject to risk similar to those of stocks, including those regarding short-selling and margin account maintenance. Brokerage commissions and expenses will reduce returns.

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Prior to listing on June 14, 2021, the following ETFs operated as mutual funds: US Equity ETF, US Core Equity 2 ETF, US Small Cap ETF, and US Targeted Value ETF. Prior to listing on September 13, 2021, the following ETFs operated as mutual funds: International Value ETF and World ex US Core Equity 2 ETF. The NAVs of the predecessor mutual fund are used for both NAV and market price performance from inception to listing.

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