Compare · 3 funds side by side · dividends reinvested

DFAC, SPGP and VUG

DFACDimensional×SPGPInvesco×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,869DFAC · best of the three

02 / 04

DFAC, SPGP 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%+14.4%+18.1%+21.3%+11.0%−8.5%13.1%$85.6B1.3

Invesco S&P 500 GARP ETFUS Stock Styles · Large cap0.34%0.75%+12.6%+16.7%+13.6%+7.8%−11.2%15.8%$2.1B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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 · SPGP 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,869

$10,000 five years ago, dividends reinvested · they hold 35.7% in common

VUGMeasureDFAC

+4.2%Year to dateJan 1 → Nov 9+14.4%

+4.7%1 yearTotal return+18.1%

+22.9%3 years · per year$10,000 became $18,569 · $17,839+21.3%

+10.6%5 years · per year$10,000 became $16,565 · $16,869+11.0%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

0.41%Trailing 12-mo yield$41 · $88 a year on $10k0.88%

−15.1%Worst dropSmaller is better−8.5%

19.1%VolatilityLower is calmer13.1%

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

2–6DFAC wins

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

More Ways to See the Pairs

VUG vs DFAC: Top 5 Holdings

Today

VUG

45.2%in top 5

DFAC

in top 520.4%

VUGStockDFAC

13.5%NVDA4.8%

12.5%AAPL5.9%

9.7%MSFT5.0%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common35.7%

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

VUG vs DFAC Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

VUGDFACFaded: behind in that period

1–3DFAC wins

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

VUG vs DFAC

YTD

VanguardVUG

+4.2%

DFACDimensional

+14.4%

+4.2%Year to date+14.4%

−15.1%Worst drop · 1Y−8.5%

19.1%Volatility · 1Y13.1%

0.4%Yield0.9%

$233BAssets$85.6B

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, SPGP, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

SPGP0.34%$34

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

Yields: DFAC, SPGP, VUG

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

SPGP0.75%$75

VUG0.41%$41

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

SPGP$75 − $34 = $41

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAC, SPGP, VUG

Today

35.7%most shared, DFAC and VUG

DFACSPGPVUG

DFAC—16.1%35.7%

SPGP16.1%—15.4%

VUG35.7%15.4%—

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

Return vs Bumpiness: 3 ETFs

+18.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SPGPWorst drop−11.2%15.8% 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

DFACSPGP

+14.4%Year to date+12.6%

0.9%Yield0.8%

+18.1%Past year+16.7%

0.21%Fee0.34%

4–0DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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