Compare · 3 funds side by side · dividends reinvested

DFAC, SVAL and VTV

DFACDimensional×SVALiShares×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeSVAL · 2.19% · $219 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%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M2.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · SVAL 2020 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Value ETF · $184B$17,892

VTV

DFAC

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

$10,000 five years ago, dividends reinvested · they hold 37.9% in common

VTV

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VTV vs DFAC: Top 5 Holdings

Today

VTV

15.8%in top 5

DFAC

in top 519.9%

VTVStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.9%

4.6%MUnot top 5

not top 5NVDA4.4%

3.3%JPMnot top 5

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 11, 2026 · fee on $10,000 a year

Yields: DFAC, SVAL, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DFAC

+22.3%Year to dateJan 1 → Nov 11+14.9%

+25.5%1 yearTotal return+16.5%

+21.2%3 years · per year$10,000 became $17,809 · $17,728+21.0%

+12.3%5 years · per year$10,000 became $17,892 · $16,748+10.9%

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

1.81%Trailing 12-mo yield$181 · $87 a year on $10k0.87%

−6.4%Worst dropSmaller is better−8.5%

10.8%VolatilityLower is calmer13.0%

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

8–0VTV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%BRK-Bnot top 5

not top 5AMZN2.8%

2.6%XOMnot top 5

2.4%JNJnot top 5

not top 5META2.0%

Held in common37.9%

End-of-day Nov 11, 2026 · share of each fund

VTV vs DFAC Returns, Every Period

5Y

VanguardVTV

+12.3%

5 years, per year

DFACDimensional

+10.9%

5 years, per year

VTVDFACFaded: behind in that period

4–0VTV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VTV vs SVAL

YTD

VanguardVTV

+22.3%

SVALiShares

+25.9%

+22.3%Year to date+25.9%

−6.4%Worst drop · 1Y−9.0%

10.8%Volatility · 1Y15.5%

1.8%Yield2.2%

$184BAssets$161M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VTV1.81%$181

DFAC0.87%$87

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VTV$181 − $3 = $178

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 11, 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 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTV

+25.9%Year to date+22.3%

2.2%Yield1.8%

+30.9%Past year+25.5%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAC, SVAL and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three