Compare · 3 funds side by side · dividends reinvested

COPY, DFAT and VUG

COPYTweedy, Browne Co.×DFATDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

COPY, DFAT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.79%+21.3%+29.9%[…][…]−9.1%13.2%$440M1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+16.6%+22.1%+18.1%+9.8%−9.6%14.6%$30.8B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: COPY 2024 · DFAT 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Tweedy, Browne Insider + Value ETF · $440M[…]

COPY

DFAT

Dimensional - US Targeted Value ETF · $30.8B$15,924

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

COPYMeasureDFAT

+21.3%Year to dateJan 1 → Nov 6+16.6%

+29.9%1 yearTotal return+22.1%

[…]3 years · per year$10,000 became […] · $16,470+18.1%

[…]5 years · per year$10,000 became […] · $15,924+9.8%

0.89%Expense ratio$89 · $31 a year on $10k · lower is better0.31%

0.79%Trailing 12-mo yield$79 · $135 a year on $10k1.35%

−9.1%Worst dropSmaller is better−9.6%

13.2%VolatilityLower is calmer14.6%

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

4–2COPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

COPY vs DFAT: Top 5 Holdings

Today

COPY

6.2%in top 5

DFAT

in top 53.6%

COPYStockDFAT

1.3%BME.Lnot top 5

1.2%NORION.Snot top 5

1.2%086790.Knot top 5

1.2%EFORnot top 5

1.2%WPP.Lnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common4.0%

End-of-day Nov 6, 2026 · share of each fund

COPY vs DFAT Returns, Every Period

Tweedy, Browne Co.COPY

+29.9%

past year

DFATDimensional

+22.1%

past year

COPYDFATFaded: behind in that period

2–0COPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

COPY vs DFAT

YTD

Tweedy, Browne Co.COPY

+21.3%

DFATDimensional

+16.6%

+21.3%Year to date+16.6%

−9.1%Worst drop · 1Y−9.6%

13.2%Volatility · 1Y14.6%

0.8%Yield1.4%

$440MAssets$30.8B

3–1COPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: COPY, DFAT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

COPY0.89%$89

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: COPY, DFAT, VUG

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

COPY0.79%$79

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

VUG$42 − $3 = $39

COPY$79 − $89 = −$10

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: COPY, DFAT, VUG

Today

4.0%most shared, COPY and DFAT

COPYDFATVUG

COPY—4.0%0.0%

DFAT4.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.9%COPY, at 13.2% volatility

COPYWorst drop−9.1%13.2% vol

DFATWorst drop−9.6%14.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCOPY

+16.6%Year to date+21.3%

1.4%Yield0.8%

+22.1%Past year+29.9%

0.31%Fee0.89%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026