Compare · 4 funds side by side · dividends reinvested

DFAC, USAF, VTV and VUG

DFACDimensional×USAFAtlas Capital Team×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

DFAC, USAF, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.6

The 2023 ETF Series Trust - Atlas America FundUS Stock Styles · Large cap0.94%2.42%+3.5%+4.8%[…][…]−4.4%5.8%$15M2.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: DFAC 2005 · USAF 2024 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

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

+14.1%Year to dateJan 1 → Nov 9+3.5%

+17.7%1 yearTotal return+4.8%

+21.2%3 years · per year$10,000 became $17,787 · […][…]

+11.0%5 years · per year$10,000 became $16,820 · […][…]

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

0.88%Trailing 12-mo yield$88 · $242 a year on $10k2.42%

−8.5%Worst dropSmaller is better−4.4%

13.1%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 9, 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 545.0%

DFACStockUSAF

not top 5PDBA10.2%

not top 5IAUM9.5%

not top 5VBIL9.3%

not top 5GLDM8.1%

not top 5STIP7.9%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs USAF Returns, Every Period

DimensionalDFAC

+17.7%

past year

USAFAtlas Capital Team

+4.8%

past year

DFACUSAFFaded: behind in that period

2–0DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs USAF

YTD

DimensionalDFAC

+14.1%

USAFAtlas Capital Team

+3.5%

+14.1%Year to date+3.5%

−8.5%Worst drop · 1Y−4.4%

13.1%Volatility · 1Y5.8%

0.9%Yield2.4%

$85.6BAssets$15.5M

3–1USAF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USAF, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

DFAC0.21%$21

USAF0.94%$94

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, USAF, VTV, VUG

2.42%highest, USAF

FundTrailing yieldYield$10k

USAF2.42%$242

VTV1.83%$183

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

USAF$242 − $94 = $148

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, USAF, VTV, VUG

Today

37.8%most shared, DFAC and VTV

DFACUSAFVTVVUG

DFAC—0.0%37.8%35.8%

USAF0.0%—0.7%0.7%

VTV37.8%0.7%—1.9%

VUG35.8%0.7%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

USAFWorst drop−4.4%5.8% vol

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USAFVTV

+3.5%Year to date+20.9%

2.4%Yield1.8%

+4.8%Past year+25.4%

0.94%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026