Compare · 3 funds side by side · dividends reinvested

DFAC, USAF and VTV

DFACDimensional×USAFAtlas Capital Team×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

DFAC, USAF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.4

The 2023 ETF Series Trust - Atlas America FundUS Stock Styles · Large cap0.94%2.43%+2.9%+3.9%[…][…]−4.4%5.8%$15M2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · USAF 2024 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

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

+11.2%Year to dateJan 1 → Nov 5+2.9%

+14.3%1 yearTotal return+3.9%

+21.2%3 years · per year$10,000 became $17,812 · […][…]

+10.6%5 years · per year$10,000 became $16,526 · […][…]

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 5, 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

20.5%in top 5

USAF

in top 544.9%

DFACStockUSAF

not top 5PDBA10.3%

not top 5IAUM9.4%

not top 5VBIL9.3%

not top 5GLDM8.1%

not top 5STIP7.8%

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs USAF Returns, Every Period

DimensionalDFAC

+14.3%

past year

USAFAtlas Capital Team

+3.9%

past year

DFACUSAFFaded: behind in that period

2–0DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs USAF

YTD

DimensionalDFAC

+11.2%

USAFAtlas Capital Team

+2.9%

+11.2%Year to date+2.9%

−8.5%Worst drop · 1Y−4.4%

12.9%Volatility · 1Y5.8%

0.9%Yield2.4%

$89.2BAssets$15.4M

3–1USAF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USAF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAC0.21%$21

USAF0.94%$94

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, USAF, VTV

2.43%highest, USAF

FundTrailing yieldYield$10k

USAF2.43%$243

VTV1.86%$186

DFAC0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

USAF$243 − $94 = $149

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, USAF, VTV

Today

37.7%most shared, DFAC and VTV

DFACUSAFVTV

DFAC—0.0%37.7%

USAF0.0%—0.7%

VTV37.7%0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

USAFWorst drop−4.4%5.8% vol

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USAFVTV

+2.9%Year to date+19.0%

2.4%Yield1.9%

+3.9%Past year+24.0%

0.94%Fee0.03%

3–1VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026