Compare · 4 funds side by side · dividends reinvested

DFAC, USAF, VO and VUG

DFACDimensional×USAFAtlas Capital Team×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

DFAC, USAF, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

The 2023 ETF Series Trust - Atlas America FundUS Stock Styles · Large cap0.94%2.43%+2.8%+3.6%[…][…]−4.4%5.8%$15M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · USAF 2024 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

USAF

The 2023 ETF Series Trust - Atlas America Fund · $15M[…]

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

DFACMeasureUSAF

+11.4%Year to dateJan 1 → Nov 6+2.8%

+13.8%1 yearTotal return+3.6%

+21.0%3 years · per year$10,000 became $17,722 · […][…]

+10.6%5 years · per year$10,000 became $16,525 · […][…]

0.21%Expense ratio$21 · $94 a year on $10k · lower is better0.94%

0.90%Trailing 12-mo yield$90 · $243 a year on $10k2.43%

−8.5%Worst dropSmaller is better−4.4%

12.9%VolatilityLower is calmer5.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs USAF: Top 5 Holdings

Today

DFAC

20.4%in top 5

USAF

in top 545.1%

DFACStockUSAF

not top 5PDBA10.2%

not top 5IAUM9.5%

not top 5VBIL9.3%

not top 5GLDM8.2%

not top 5STIP7.9%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs USAF Returns, Every Period

DimensionalDFAC

+13.8%

past year

USAFAtlas Capital Team

+3.6%

past year

DFACUSAFFaded: behind in that period

2–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs USAF

YTD

DimensionalDFAC

+11.4%

USAFAtlas Capital Team

+2.8%

+11.4%Year to date+2.8%

−8.5%Worst drop · 1Y−4.4%

12.9%Volatility · 1Y5.8%

0.9%Yield2.4%

$85.6BAssets$15.5M

3–1USAF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USAF, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

DFAC0.21%$21

USAF0.94%$94

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, USAF, VO, VUG

2.43%highest, USAF

FundTrailing yieldYield$10k

USAF2.43%$243

VO1.39%$139

DFAC0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$149most kept, USAF

USAF$243 − $94 = $149

VO$139 − $3 = $136

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, USAF, VO, VUG

Today

35.7%most shared, DFAC and VUG

DFACUSAFVOVUG

DFAC—0.0%19.7%35.7%

USAF0.0%—1.1%0.7%

VO19.7%1.1%—10.2%

VUG35.7%0.7%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

USAFWorst drop−4.4%5.8% vol

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USAFDFAC

+2.8%Year to date+11.4%

2.4%Yield0.9%

+3.6%Past year+13.8%

0.94%Fee0.21%

3–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026