Compare · 3 funds side by side · dividends reinvested

DFAC, USPX and VTV

DFACDimensional×USPXFranklin Templeton×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

DFAC, USPX and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.1

Franklin U.S. Equity Index ETFUS Stock Styles · Large cap0.03%1.05%+10.5%+12.3%+21.4%+11.8%−9.1%13.9%$2.0B2.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−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 10, 2026 · returns include dividends · since: DFAC 2005 · USPX 2016 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,689

DFAC

USPX

Franklin U.S. Equity Index ETF · $2.0B$17,435

$10,000 five years ago, dividends reinvested · they hold 66.3% in common

DFAC

More Ways to See the Pairs

DFAC vs USPX: Top 5 Holdings

Today

DFAC

20.2%in top 5

USPX

in top 527.2%

DFACStockUSPX

5.9%AAPL7.9%

4.6%NVDA6.4%

5.0%MSFT6.2%

2.7%AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAC, USPX, VTV

Today

0.03%lowest, USPX

FundExpense ratioFee$10k

USPX0.03%$3

VTV0.03%$3

DFAC0.21%$21

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

Yields: DFAC, USPX, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

USPX

+13.7%Year to dateJan 1 → Nov 10+10.5%

+16.9%1 yearTotal return+12.3%

+20.5%3 years · per year$10,000 became $17,492 · $17,882+21.4%

+10.8%5 years · per year$10,000 became $16,689 · $17,435+11.8%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $105 a year on $10k1.05%

−8.5%Worst dropSmaller is better−9.1%

13.0%VolatilityLower is calmer13.9%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.0%METAnot top 5

Held in common66.3%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs USPX Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

USPXFranklin Templeton

+11.8%

5 years, per year

DFACUSPXFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+13.7%

VTVVanguard

+21.0%

+13.7%Year to date+21.0%

−8.5%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.8%

0.9%Yield1.8%

$87.4BAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

USPX1.05%$105

DFAC0.88%$88

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

USPX$105 − $3 = $102

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAC, USPX, VTV

Today

66.3%most shared, DFAC and USPX

DFACUSPXVTV

DFAC—66.3%37.7%

USPX66.3%—41.5%

VTV37.7%41.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

USPXWorst drop−9.1%13.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+21.0%Year to date+13.7%

1.8%Yield0.9%

+24.8%Past year+16.9%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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DFAC, USPX and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three