Compare · 4 funds side by side · dividends reinvested

DFAC, STAX, VTV and VUG

DFACDimensional×STAXNomura×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, STAX, 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%$184B1.6

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%$87.7B2.5

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.6%+2.1%[…][…]−2.7%1.8%$11M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

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 · STAX 2023 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Tax-Free USA Short Term ETF · $11M[…]

STAX

DFAC

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

$10,000 five years ago, dividends reinvested

STAXMeasureDFAC

+1.6%Year to dateJan 1 → Nov 9+14.1%

+2.1%1 yearTotal return+17.7%

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

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

0.29%Expense ratio$29 · $21 a year on $10k · lower is better0.21%

3.20%Trailing 12-mo yield$320 · $88 a year on $10k0.88%

−2.7%Worst dropSmaller is better−8.5%

1.8%VolatilityLower is calmer13.1%

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

3–3Level

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

More Ways to See the Pairs

STAX vs DFAC: Top 5 Holdings

Today

STAX

[…]in top 5

DFAC

in top 520.4%

STAXStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

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

STAX vs DFAC Returns, Every Period

NomuraSTAX

+2.1%

past year

DFACDimensional

+17.7%

past year

STAXDFACFaded: behind in that period

0–2DFAC wins

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

STAX vs VTV

YTD

NomuraSTAX

+1.6%

VTVVanguard

+20.9%

+1.6%Year to date+20.9%

−2.7%Worst drop · 1Y−6.4%

1.8%Volatility · 1Y10.8%

3.2%Yield1.8%

$11.3MAssets$184B

3–1STAX wins

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

Cost, Income and Risk

Fees: DFAC, STAX, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

DFAC0.21%$21

STAX0.29%$29

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

Yields: DFAC, STAX, VTV, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VTV1.83%$183

DFAC0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAC, STAX, VTV, VUG

Today

37.8%most shared, DFAC and VTV

DFACSTAXVTVVUG

DFAC—[…]37.8%35.8%

STAX[…]—[…][…]

VTV37.8%[…]—1.9%

VUG35.8%[…]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

STAXWorst drop−2.7%1.8% vol

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% 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

STAXVTV

+1.6%Year to date+20.9%

3.2%Yield1.8%

+2.1%Past year+25.4%

0.29%Fee0.03%

3–1VTV 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$61.4B

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$15.7B

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