Compare · 4 funds side by side · dividends reinvested

DFAC, SIZE, VTV and VUG

DFACDimensional×SIZEiShares×VTVVanguard×VUGVanguard×

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

02 / 04

DFAC, SIZE, VTV and VUG, 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%$184B1.3

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%$85.6B2.5

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.4%+16.0%+18.1%+7.5%−8.0%13.4%$425M3.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.1

Rank among the four1st → 4thFee, 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 · SIZE 2013 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

SIZE

iShares MSCI USA Size Factor ETF · $425M$14,354

$10,000 five years ago, dividends reinvested · they hold 42.8% in common

DFACMeasureSIZE

+14.1%Year to dateJan 1 → Nov 9+13.4%

+17.7%1 yearTotal return+16.0%

+21.2%3 years · per year$10,000 became $17,787 · $16,483+18.1%

+11.0%5 years · per year$10,000 became $16,820 · $14,354+7.5%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.88%Trailing 12-mo yield$88 · $136 a year on $10k1.36%

−8.5%Worst dropSmaller is better−8.0%

13.1%VolatilityLower is calmer13.4%

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

5–3DFAC 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 SIZE: Top 5 Holdings

Today

DFAC

20.4%in top 5

SIZE

in top 51.9%

DFACStockSIZE

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5SN0.4%

not top 5KMB0.4%

not top 5OKTA0.4%

not top 5VMRK0.4%

not top 5VEEV0.4%

Held in common42.8%

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

DFAC vs SIZE Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

SIZEiShares

+7.5%

5 years, per year

DFACSIZEFaded: behind in that period

4–0DFAC 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%

$85.6BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFAC, SIZE, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

SIZE0.15%$15

DFAC0.21%$21

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

Yields: DFAC, SIZE, VTV, VUG

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SIZE1.36%$136

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SIZE$136 − $15 = $121

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAC, SIZE, VTV, VUG

Today

43.3%most shared, SIZE and VTV

DFACSIZEVTVVUG

DFAC—42.8%37.8%35.8%

SIZE42.8%—43.3%17.7%

VTV37.8%43.3%—1.9%

VUG35.8%17.7%1.9%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

SIZEWorst drop−8.0%13.4% vol

VUGWorst drop−15.1%19.1% 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 Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026