Compare · 3 funds side by side · dividends reinvested

DFAC, CSM and VUG

DFACDimensional×CSMProShares×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,017CSM · best of the three

Story of the three · IncomeMost incomeCSM · 1.06% · $106 a year on $10k

Story of the three · RiskSmallest drop

DFAC, CSM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.6

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+8.8%+12.5%+21.6%+11.2%−9.4%13.3%$508M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$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 10, 2026 · returns include dividends · since: DFAC 2005 · CSM 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

DFAC

CSM

ProShares - Large Cap Core Plus · $508M$17,017

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

DFACMeasure

More Ways to See the Pairs

DFAC vs CSM: Top 5 Holdings

Today

DFAC

20.2%in top 5

CSM

in top 519.6%

DFACStockCSM

5.9%AAPL5.1%

5.0%MSFT4.0%

4.6%NVDA4.4%

not top 5IQMM3.2%

2.7%AMZN

Cost, Income and Risk

Fees: DFAC, CSM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

CSM0.45%$45

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

Yields: DFAC, CSM, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

CSM

+13.7%Year to dateJan 1 → Nov 10+8.8%

+16.9%1 yearTotal return+12.5%

+20.5%3 years · per year$10,000 became $17,492 · $17,962+21.6%

+10.8%5 years · per year$10,000 became $16,689 · $17,017+11.2%

0.21%Expense ratio$21 · $45 a year on $10k · lower is better0.45%

0.88%Trailing 12-mo yield$88 · $106 a year on $10k1.06%

−8.5%Worst dropSmaller is better−9.4%

13.0%VolatilityLower is calmer13.3%

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

5–3DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%

2.0%METAnot top 5

Held in common52.1%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs CSM Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

CSMProShares

+11.2%

5 years, per year

DFACCSMFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs CSM

YTD

DimensionalDFAC

+13.7%

CSMProShares

+8.8%

+13.7%Year to date+8.8%

−8.5%Worst drop · 1Y−9.4%

13.0%Volatility · 1Y13.3%

0.9%Yield1.1%

$87.7BAssets$508M

3–1DFAC wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.06%highest, CSM

FundTrailing yieldYield$10k

CSM1.06%$106

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAC, CSM, VUG

Today

52.1%most shared, DFAC and CSM

DFACCSMVUG

DFAC—52.1%35.8%

CSM52.1%—34.9%

VUG35.8%34.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

CSMWorst drop−9.4%13.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CSMDFAC

+8.8%Year to date+13.7%

1.1%Yield0.9%

+12.5%Past year+16.9%

0.45%Fee0.21%

3–1DFAC wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

DFAC, CSM and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three