Compare · 3 funds side by side · dividends reinvested

CSM, DFAC and VTV

CSMProShares×DFACDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

CSM, DFAC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

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%$89.2B2.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSM 2009 · DFAC 2005 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$17,681

CSM

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

$10,000 five years ago, dividends reinvested · they hold 52.2% in common

CSMMeasureDFAC

+11.2%Year to dateJan 1 → Nov 4+15.8%

+13.3%1 yearTotal return+17.7%

+24.3%3 years · per year$10,000 became $19,199 · $18,682+23.2%

+12.1%5 years · per year$10,000 became $17,681 · $17,417+11.7%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

1.04%Trailing 12-mo yield$104 · $87 a year on $10k0.87%

−9.4%Worst dropSmaller is better−8.5%

12.6%VolatilityLower is calmer12.3%

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

3–5DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs DFAC: Top 5 Holdings

Today

CSM

19.6%in top 5

DFAC

in top 520.1%

CSMStockDFAC

4.8%AAPL5.6%

5.1%NVDA5.3%

3.8%MSFT4.8%

3.1%IQMMnot top 5

2.7%AMZN2.6%

not top 5META1.9%

Held in common52.2%

End-of-day Nov 4, 2026 · share of each fund

CSM vs DFAC Returns, Every Period

ProSharesCSM

+12.1%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

CSMDFACFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSM vs VTV

YTD

ProSharesCSM

+11.2%

VTVVanguard

+22.8%

+11.2%Year to date+22.8%

−9.4%Worst drop · 1Y−6.4%

12.6%Volatility · 1Y10.2%

1.0%Yield1.8%

$521MAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, DFAC, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAC0.21%$21

CSM0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSM, DFAC, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

CSM1.04%$104

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAC$87 − $21 = $66

CSM$104 − $45 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSM, DFAC, VTV

Today

52.2%most shared, CSM and DFAC

CSMDFACVTV

CSM—52.2%32.1%

DFAC52.2%—37.7%

VTV32.1%37.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

DFACWorst drop−8.5%12.3% vol

CSMWorst drop−9.4%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+22.8%Year to date+15.8%

1.8%Yield0.9%

+27.5%Past year+17.7%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 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 4, 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 4, 2026