Compare · 3 funds side by side · dividends reinvested

CFA, DFAC and VUG

CFAVictoryShares×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

CFA, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.6

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.19%+14.3%+16.6%+18.0%+8.3%−7.1%10.6%$538M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CFA 2014 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Volatility Wtd ETF · $538M$14,358

CFA

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 42.3% in common

CFAMeasureDFAC

+14.3%Year to dateJan 1 → Nov 5+15.8%

+16.6%1 yearTotal return+17.7%

+18.0%3 years · per year$10,000 became $16,423 · $18,682+23.2%

+8.3%5 years · per year$10,000 became $14,893 · $17,417+11.7%

0.38%Expense ratio$38 · $21 a year on $10k · lower is better0.21%

1.19%Trailing 12-mo yield$119 · $87 a year on $10k0.87%

−7.1%Worst dropSmaller is better−8.5%

10.6%VolatilityLower is calmer12.3%

CFADFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5DFAC wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CFA vs DFAC: Top 5 Holdings

Today

CFA

2.2%in top 5

DFAC

in top 520.5%

CFAStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%DUKnot top 5

0.4%EDnot top 5

Held in common42.3%

End-of-day Nov 5, 2026 · share of each fund

CFA vs DFAC Returns, Every Period

VictorySharesCFA

+8.3%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

CFADFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CFA vs DFAC

YTD

VictorySharesCFA

+14.3%

DFACDimensional

+15.8%

+14.3%Year to date+15.8%

−7.1%Worst drop · 1Y−8.5%

10.6%Volatility · 1Y12.3%

1.2%Yield0.9%

$538MAssets$89.2B

3–1CFA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CFA, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

CFA0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CFA, DFAC, VUG

1.19%highest, CFA

FundTrailing yieldYield$10k

CFA1.19%$119

DFAC0.87%$87

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, CFA

CFA$119 − $38 = $81

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CFA, DFAC, VUG

Today

42.3%most shared, CFA and DFAC

CFADFACVUG

CFA—42.3%13.3%

DFAC42.3%—36.2%

VUG13.3%36.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

CFAWorst drop−7.1%10.6% vol

DFACWorst drop−8.5%12.3% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CFADFAC

+14.3%Year to date+15.8%

1.2%Yield0.9%

+16.6%Past year+17.7%

0.38%Fee0.21%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026