UK Small & Mid Cap Equity
Dimensional United Kingdom Small Companies
Last updated: 2026-09-03
The Verdict
Dimensional United Kingdom Small Companies charges an expense ratio of 0.46%. On a $100,000 portfolio, that's $460 per year in fees, and it scales with the amount invested. Supreme.PM's decoded model tracked it at 72% correlation, for a flat monthly subscription that does not change with portfolio size.
Expense Ratio
0.46%
Star Rating
4/ 5
Market Beta
1.17
Model Correlation
72%
Sharpe Ratio
0.30
Max Drawdown
44.33%
Supreme.PM Cost
Flat monthly subscription
Not a percentage of your assets
Performance
Performance comparison — 1Y: Fund 19.9% vs Model 19.9%; 3Y: Fund 70.3% vs Model 63.2%; 5Y: Fund 41.3% vs Model 31.2%.
Alpha After Fees
Supreme.PM's model achieves 72% correlation with Dimensional United Kingdom Small Companies, providing similar exposure at a flat subscription cost.
Fee Analysis
Dimensional United Kingdom Small Companies charges 0.46% of assets annually. Supreme.PM charges a flat monthly subscription instead, so its cost does not rise as a portfolio grows.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
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Our Methodology
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Frequently Asked Questions
What is the expense ratio of Dimensional United Kingdom Small Companies?
Dimensional United Kingdom Small Companies has an expense ratio of 0.46%, charged as a percentage of the amount invested. Supreme.PM's decoded model is offered for a flat monthly subscription instead.
How does Supreme.PM replicate Dimensional United Kingdom Small Companies?
Supreme.PM builds a transparent, rules-based model of listed securities designed to track this fund's return profile. Over the measured period it tracked the fund closely, at 72% correlation. The model is published in full, so its positions are visible rather than disclosed with a delay.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
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