Compare · 3 funds side by side · dividends reinvested

DFAC, FLCC and VTV

DFACDimensional×FLCCFederated Hermes×VTVVanguard×

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

02 / 04

DFAC, FLCC and VTV, 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%$184B1.1

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%$87.7B1.9

Federated Hermes MDT Large Cap Core ETFUS Stock Styles · Large cap0.40%0.45%+11.1%+15.1%[…][…]−9.3%14.0%$174M3.0

Rank among the three1st → 3rdFee, 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: DFAC 2005 · FLCC 2024 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

FLCC

Federated Hermes MDT Large Cap Core ETF · $174M[…]

$10,000 five years ago, dividends reinvested · they hold 38.9% in common

DFACMeasureFLCC

+14.1%Year to dateJan 1 → Nov 9+11.1%

+17.7%1 yearTotal return+15.1%

+21.2%3 years · per year$10,000 became $17,787 · […][…]

+11.0%5 years · per year$10,000 became $16,820 · […][…]

0.21%Expense ratio$21 · $40 a year on $10k · lower is better0.40%

0.88%Trailing 12-mo yield$88 · $45 a year on $10k0.45%

−8.5%Worst dropSmaller is better−9.3%

13.1%VolatilityLower is calmer14.0%

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

6–0DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs FLCC: Top 5 Holdings

Today

DFAC

20.4%in top 5

FLCC

in top 526.6%

DFACStockFLCC

4.9%NVDA7.2%

5.9%AAPL6.7%

not top 5GOOGL5.5%

5.0%MSFT4.0%

2.7%AMZN3.3%

1.9%METAnot top 5

Held in common38.9%

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

DFAC vs FLCC Returns, Every Period

DimensionalDFAC

+17.7%

past year

FLCCFederated Hermes

+15.1%

past year

DFACFLCCFaded: behind in that period

2–0DFAC wins

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

DFAC vs VTV

YTD

DimensionalDFAC

+14.1%

VTVVanguard

+20.9%

+14.1%Year to date+20.9%

−8.5%Worst drop · 1Y−6.4%

13.1%Volatility · 1Y10.8%

0.9%Yield1.8%

$87.7BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFAC, FLCC, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAC0.21%$21

FLCC0.40%$40

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

Yields: DFAC, FLCC, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAC0.88%$88

FLCC0.45%$45

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

FLCC$45 − $40 = $5

KeptFee

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

Overlap: DFAC, FLCC, VTV

Today

38.9%most shared, DFAC and FLCC

DFACFLCCVTV

DFAC—38.9%37.8%

FLCC38.9%—22.1%

VTV37.8%22.1%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

FLCCWorst drop−9.3%14.0% 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 Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026