Compare · 3 funds side by side · dividends reinvested

CSM, DFAC and VUG

CSMProShares×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,826CSM · best of the three

02 / 04

CSM, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.6

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.8%+9.8%+22.3%+11.0%−9.4%13.2%$521M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSM 2009 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 36.2% in common

DFACMeasureVUG

+11.2%Year to dateJan 1 → Nov 5+0.5%

+14.3%1 yearTotal return−0.6%

+21.2%3 years · per year$10,000 became $17,812 · $18,532+22.8%

+10.6%5 years · per year$10,000 became $16,526 · $16,052+9.9%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.90%Trailing 12-mo yield$90 · $43 a year on $10k0.43%

−8.5%Worst dropSmaller is better−15.1%

12.9%VolatilityLower is calmer19.0%

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

6–2DFAC wins

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

More Ways to See the Pairs

DFAC vs VUG: Top 5 Holdings

Today

DFAC

20.5%in top 5

VUG

in top 545.2%

DFACStockVUG

5.1%NVDA13.5%

5.8%AAPL12.5%

5.0%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common36.2%

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

DFAC vs VUG Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

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

DFAC vs CSM

YTD

DimensionalDFAC

+11.2%

CSMProShares

+6.8%

+11.2%Year to date+6.8%

−8.5%Worst drop · 1Y−9.4%

12.9%Volatility · 1Y13.2%

0.9%Yield1.1%

$89.2BAssets$521M

3–1DFAC wins

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

Cost, Income and Risk

Fees: CSM, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

CSM0.45%$45

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

Yields: CSM, DFAC, VUG

1.08%highest, CSM

FundTrailing yieldYield$10k

CSM1.08%$108

DFAC0.90%$90

VUG0.43%$43

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

CSM$108 − $45 = $63

VUG$43 − $3 = $40

KeptFee

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

Overlap: CSM, DFAC, VUG

Today

52.3%most shared, CSM and DFAC

CSMDFACVUG

CSM—52.3%35.1%

DFAC52.3%—36.2%

VUG35.1%36.2%—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

CSMWorst drop−9.4%13.2% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

CSMDFAC

+6.8%Year to date+11.2%

1.1%Yield0.9%

+9.8%Past year+14.3%

0.45%Fee0.21%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026