Compare · 3 funds side by side · dividends reinvested

DFAC, SVAL and VTV

DFACDimensional×SVALiShares×VTVVanguard×

02 / 04

Search ETFs and stocks

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

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

Story of the three · RiskSmallest drop

DFAC, SVAL and VTV, 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%$162M2.1

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%$88.3B2.5

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SVAL

VTV

Vanguard Morningstar Value ETF · $184B$17,885

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVAL

More Ways to See the Pairs

SVAL vs VTV: Top 5 Holdings

Today

SVAL

4.1%in top 5

VTV

in top 515.8%

SVALStockVTV

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, SVAL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SVAL0.20%$20

DFAC0.21%$21

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

Yields: DFAC, SVAL, VTV

Popular Pairs Near These Three

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%

Measure

VTV

+25.0%Year to dateJan 1 → Nov 12+21.7%

+29.4%1 yearTotal return+24.0%

+19.6%3 years · per year$10,000 became $17,116 · $17,795+21.2%

+7.8%5 years · per year$10,000 became $14,574 · $17,885+12.3%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.20%Trailing 12-mo yield$220 · $182 a year on $10k1.82%

−9.0%Worst dropSmaller is better−6.4%

15.5%VolatilityLower is calmer10.8%

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

3–5VTV wins

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

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%PGNYnot top 5

0.8%LFSTnot top 5

Held in common0.0%

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

SVAL vs VTV Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

SVALVTVFaded: 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

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VTV1.82%$182

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

DFAC$88 − $21 = $67

KeptFee

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

Overlap: DFAC, SVAL, VTV

Today

37.9%most shared, DFAC and VTV

DFACSVALVTV

DFAC—1.8%37.9%

SVAL1.8%—0.0%

VTV37.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% 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

Loading…

DFAC, SVAL and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three