Compare · 3 funds side by side · dividends reinvested

DFAC, CDL and VUG

DFACDimensional×CDLVictoryShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

DFAC, CDL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.00%+22.2%+25.6%+20.3%+10.8%−7.9%11.0%$408M1.8

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%$89.2B1.9

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 4, 2026 · returns include dividends · since: DFAC 2005 · CDL 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408M$16,692

$10,000 five years ago, dividends reinvested · they hold 10.7% in common

DFACMeasureCDL

+15.8%Year to dateJan 1 → Nov 4+22.2%

+17.7%1 yearTotal return+25.6%

+23.2%3 years · per year$10,000 became $18,682 · $17,409+20.3%

+11.7%5 years · per year$10,000 became $17,417 · $16,692+10.8%

0.21%Expense ratio$21 · $38 a year on $10k · lower is better0.38%

0.87%Trailing 12-mo yield$87 · $300 a year on $10k3.00%

−8.5%Worst dropSmaller is better−7.9%

12.3%VolatilityLower is calmer11.0%

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

3–5CDL wins

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

More Ways to See the Pairs

DFAC vs CDL: Top 5 Holdings

Today

DFAC

20.1%in top 5

CDL

in top 58.2%

DFACStockCDL

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

not top 5WEC1.7%

not top 5DUK1.6%

not top 5ED1.6%

not top 5EVRG1.6%

not top 5LNT1.6%

Held in common10.7%

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

DFAC vs CDL Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

CDLVictoryShares

+10.8%

5 years, per year

DFACCDLFaded: behind in that period

2–2Level

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

DFAC vs CDL

YTD

DimensionalDFAC

+15.8%

CDLVictoryShares

+22.2%

+15.8%Year to date+22.2%

−8.5%Worst drop · 1Y−7.9%

12.3%Volatility · 1Y11.0%

0.9%Yield3.0%

$89.2BAssets$408M

4–0CDL wins

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

Cost, Income and Risk

Fees: DFAC, CDL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

CDL0.38%$38

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

Yields: DFAC, CDL, VUG

3.00%highest, CDL

FundTrailing yieldYield$10k

CDL3.00%$300

DFAC0.87%$87

VUG0.40%$40

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

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

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

Overlap: DFAC, CDL, VUG

Today

36.1%most shared, DFAC and VUG

DFACCDLVUG

DFAC—10.7%36.1%

CDL10.7%—0.5%

VUG36.1%0.5%—

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

Return vs Bumpiness: 3 ETFs

+25.6%CDL, at 11.0% volatility

CDLWorst drop−7.9%11.0% vol

DFACWorst drop−8.5%12.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

CDLDFAC

+22.2%Year to date+15.8%

3.0%Yield0.9%

+25.6%Past year+17.7%

0.38%Fee0.21%

3–1CDL wins

End-of-day Nov 4, 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 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