Compare · 3 funds side by side · dividends reinvested

DFAC, IUS and VTV

DFACDimensional×IUSInvesco×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,428IUS · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

DFAC, IUS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.21%+25.2%+26.8%+22.8%+14.3%−6.1%10.9%$1.1B1.4

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B3.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAC 2005 · IUS 2018 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,443

DFAC

IUS

Invesco RAFI Strategic US ETF · $1.1B$19,428

$10,000 five years ago, dividends reinvested · they hold 60.2% in common

DFACMeasure

More Ways to See the Pairs

DFAC vs IUS: Top 5 Holdings

Today

DFAC

19.8%in top 5

IUS

in top 517.0%

DFACStockIUS

5.9%AAPL4.4%

4.7%MSFT4.0%

4.4%NVDAnot top 5

not top 5BRK-B3.0%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAC, IUS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IUS0.19%$19

DFAC0.21%$21

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAC, IUS, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IUS

+14.1%Year to dateJan 1 → Nov 13+25.2%

+15.4%1 yearTotal return+26.8%

+20.7%3 years · per year$10,000 became $17,581 · $18,520+22.8%

+10.6%5 years · per year$10,000 became $16,580 · $19,515+14.3%

0.21%Expense ratio$21 · $19 a year on $10k · lower is better0.19%

0.88%Trailing 12-mo yield$88 · $121 a year on $10k1.21%

−8.5%Worst dropSmaller is better−6.1%

13.1%VolatilityLower is calmer10.9%

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

0–8IUS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%

2.7%AMZN2.7%

1.9%METAnot top 5

Held in common60.2%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs IUS Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

IUSInvesco

+14.3%

5 years, per year

DFACIUSFaded: behind in that period

0–4IUS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+14.1%

VTVVanguard

+21.7%

+14.1%Year to date+21.7%

−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 13, 2026 · smaller drop and lower volatility win

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

IUS1.21%$121

DFAC0.88%$88

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

IUS$121 − $19 = $102

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAC, IUS, VTV

Today

60.2%most shared, DFAC and IUS

DFACIUSVTV

DFAC—60.2%37.9%

IUS60.2%—49.2%

VTV37.9%49.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.8%IUS, at 10.9% volatility

VTVWorst drop−6.4%10.8% vol

IUSWorst drop−6.1%10.9% vol

DFACWorst drop−8.5%13.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIUS

+21.7%Year to date+25.2%

1.8%Yield1.2%

+24.0%Past year+26.8%

0.03%Fee0.19%

2–2level

End-of-day Nov 13, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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DFAC, IUS and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three