Compare · 4 funds side by side · dividends reinvested

DFAC, SVAL, VTV and VO

DFACDimensional×SVALiShares×VTVVanguard×VOVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · best of the four

Story of the four · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SVAL, VTV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$162M2.5

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%$88.3B2.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · SVAL 2020 · VTV 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $162M$14,574

SVAL

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SVAL vs DFAC: Top 5 Holdings

Today

SVAL

4.2%in top 5

DFAC

in top 519.8%

SVALStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.7%

not top 5NVDA4.4%

not top 5AMZN2.7%

not top 5META

Cost, Income and Risk

Fees: DFAC, SVAL, VTV, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 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%

DFAC

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

SVALMeasureDFAC

+25.0%Year to dateJan 1 → Nov 12+14.1%

+29.4%1 yearTotal return+15.4%

+19.6%3 years · per year$10,000 became $17,116 · $17,581+20.7%

+7.8%5 years · per year$10,000 became $14,574 · $16,580+10.6%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

2.20%Trailing 12-mo yield$220 · $88 a year on $10k0.88%

−9.0%Worst dropSmaller is better−8.5%

15.5%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.9%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common1.8%

End-of-day Nov 12, 2026 · share of each fund

SVAL vs DFAC Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SVALDFACFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SVAL vs VTV

YTD

iSharesSVAL

+25.0%

VTVVanguard

+21.7%

+25.0%Year to date+21.7%

−9.0%Worst drop · 1Y−6.4%

15.5%Volatility · 1Y10.8%

2.2%Yield1.8%

$162MAssets$184B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFAC, SVAL, VTV, VO

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VTV1.82%$182

VO1.35%$135

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VTV$182 − $3 = $179

VO$135 − $3 = $132

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, SVAL, VTV, VO

Today

37.9%most shared, DFAC and VTV

DFACSVALVTVVO

DFAC—1.8%37.9%19.8%

SVAL1.8%—0.0%0.0%

VTV37.9%0.0%—28.5%

VO19.8%0.0%28.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.2% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTV

+25.0%Year to date+21.7%

2.2%Yield1.8%

+29.4%Past year+24.0%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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DFAC, SVAL, VTV and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four