Compare · 4 funds side by side · dividends reinvested

CSM, DFAC, VTV and VUG

CSMProShares×DFACDimensional×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

CSM, DFAC, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.5

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.1%+13.1%+22.2%+11.4%−9.4%13.3%$508M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSM 2009 · DFAC 2005 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $508M$17,122

CSM

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

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

CSMMeasureDFAC

+9.1%Year to dateJan 1 → Nov 9+14.1%

+13.1%1 yearTotal return+17.7%

+22.2%3 years · per year$10,000 became $18,244 · $17,787+21.2%

+11.4%5 years · per year$10,000 became $17,122 · $16,820+11.0%

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

1.06%Trailing 12-mo yield$106 · $88 a year on $10k0.88%

−9.4%Worst dropSmaller is better−8.5%

13.3%VolatilityLower is calmer13.1%

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

3–5DFAC wins

End-of-day Nov 9, 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

19.9%in top 5

DFAC

in top 520.4%

CSMStockDFAC

5.1%AAPL5.9%

4.0%MSFT5.0%

4.7%NVDA4.9%

3.2%IQMMnot top 5

2.9%AMZN2.7%

not top 5META1.9%

Held in common52.2%

End-of-day Nov 9, 2026 · share of each fund

CSM vs DFAC Returns, Every Period

ProSharesCSM

+11.4%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

CSMDFACFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSM vs VTV

YTD

ProSharesCSM

+9.1%

VTVVanguard

+20.9%

+9.1%Year to date+20.9%

−9.4%Worst drop · 1Y−6.4%

13.3%Volatility · 1Y10.8%

1.1%Yield1.8%

$508MAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, DFAC, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

DFAC0.21%$21

CSM0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSM, DFAC, VTV, VUG

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

CSM1.06%$106

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSM, DFAC, VTV, VUG

Today

52.2%most shared, CSM and DFAC

CSMDFACVTVVUG

CSM—52.2%32.0%34.8%

DFAC52.2%—37.8%35.8%

VTV32.0%37.8%—1.9%

VUG34.8%35.8%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

CSMWorst drop−9.4%13.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+20.9%Year to date+14.1%

1.8%Yield0.9%

+25.4%Past year+17.7%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026