Compare · 3 funds side by side · dividends reinvested

DFAC, DEMZ and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

DFAC, DEMZ and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B2.1

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.89%+9.8%+10.2%+22.4%+11.4%−12.3%15.4%$67M2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · DEMZ 2020 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

DEMZ

Democratic Large Cap Core ETF · $67M$17,163

$10,000 five years ago, dividends reinvested · they hold 21.5% in common

DFACMeasureDEMZ

+11.4%Year to dateJan 1 → Nov 6+9.8%

+13.8%1 yearTotal return+10.2%

+21.0%3 years · per year$10,000 became $17,722 · $18,354+22.4%

+10.6%5 years · per year$10,000 became $16,525 · $17,163+11.4%

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

0.90%Trailing 12-mo yield$90 · $89 a year on $10k0.89%

−8.5%Worst dropSmaller is better−12.3%

12.9%VolatilityLower is calmer15.4%

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

6–2DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs DEMZ: Top 5 Holdings

Today

DFAC

20.4%in top 5

DEMZ

in top 524.5%

DFACStockDEMZ

5.9%AAPL5.2%

5.0%MSFT5.4%

not top 5L4.9%

not top 5COST4.8%

4.8%NVDA4.2%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common21.5%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs DEMZ Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

DEMZRAM

+11.4%

5 years, per year

DFACDEMZFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+11.4%

VTVVanguard

+18.5%

+11.4%Year to date+18.5%

−8.5%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y10.7%

0.9%Yield1.9%

$85.6BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, DEMZ, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAC0.21%$21

DEMZ0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, DEMZ, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

DFAC0.90%$90

DEMZ0.89%$89

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

DEMZ$89 − $45 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, DEMZ, VTV

Today

38.0%most shared, DFAC and VTV

DFACDEMZVTV

DFAC—21.5%38.0%

DEMZ21.5%—5.1%

VTV38.0%5.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% vol

DEMZWorst drop−12.3%15.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+18.5%Year to date+11.4%

1.9%Yield0.9%

+22.9%Past year+13.8%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026