Compare · 3 funds side by side · dividends reinvested

DFAC, STAX and VTV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeSTAX · 3.21% · $321 a year on $10k

Story of the three · RiskSmallest drop

DFAC, STAX and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$11M2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAC 2005 · STAX 2023 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

STAX

VTV

Vanguard Morningstar Value ETF · $184B$17,830

$10,000 five years ago, dividends reinvested

STAXMeasure

More Ways to See the Pairs

STAX vs VTV: Top 5 Holdings

Today

STAX

[…]in top 5

VTV

in top 515.8%

STAXStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Cost, Income and Risk

Fees: DFAC, STAX, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAC0.21%$21

STAX0.29%$29

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

Yields: DFAC, STAX, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VTV

+1.0%Year to dateJan 1 → Nov 13+22.0%

+1.5%1 yearTotal return+23.6%

[…]3 years · per year$10,000 became […] · $17,877+21.4%

[…]5 years · per year$10,000 became […] · $17,830+12.3%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

3.21%Trailing 12-mo yield$321 · $181 a year on $10k1.81%

−2.7%Worst dropSmaller is better−6.4%

1.9%VolatilityLower is calmer10.8%

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

3–3Level

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

Held in common[…]

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

STAX vs VTV Returns, Every Period

1Y

NomuraSTAX

+1.5%

past year

VTVVanguard

+23.6%

past year

STAXVTVFaded: behind in that period

0–2VTV wins

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

STAX vs VTV

YTD

NomuraSTAX

+1.0%

VTVVanguard

+22.0%

+1.0%Year to date+22.0%

−2.7%Worst drop · 1Y−6.4%

1.9%Volatility · 1Y10.8%

3.2%Yield1.8%

$11.3MAssets$184B

3–1STAX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.21%highest, STAX

FundTrailing yieldYield$10k

STAX3.21%$321

VTV1.81%$181

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$292most kept, STAX

STAX$321 − $29 = $292

VTV$181 − $3 = $178

DFAC$88 − $21 = $67

KeptFee

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

Overlap: DFAC, STAX, VTV

Today

37.9%most shared, DFAC and VTV

DFACSTAXVTV

DFAC—[…]37.9%

STAX[…]—[…]

VTV37.9%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+23.6%VTV, at 10.8% volatility

STAXWorst drop−2.7%1.9% vol

VTVWorst drop−6.4%10.8% 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

STAXVTV

+1.0%Year to date+22.0%

3.2%Yield1.8%

+1.5%Past year+23.6%

0.29%Fee0.03%

3–1VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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DFAC, STAX and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three