Compare · 3 funds side by side · dividends reinvested

DFAS, CSB and VTV

DFASDimensional×CSBVictoryShares×VTVVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeCSB · 3.10% · $310 a year on $10k

Story of the three · RiskSmallest drop

DFAS, CSB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.1

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.10%+16.8%+18.6%+15.1%+4.8%−9.5%13.0%$248M2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAS 1992 · CSB 2015 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,429

DFAS

VTV

Vanguard Morningstar Value ETF · $184B$17,830

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

DFASMeasure

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DFAS vs VTV: Top 5 Holdings

Today

DFAS

1.4%in top 5

VTV

in top 515.8%

DFASStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Cost, Income and Risk

Fees: DFAS, CSB, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAS0.30%$30

CSB0.39%$39

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAS, CSB, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VTV

+15.1%Year to dateJan 1 → Nov 13+22.0%

+17.3%1 yearTotal return+23.6%

+17.2%3 years · per year$10,000 became $16,080 · $17,877+21.4%

+6.1%5 years · per year$10,000 became $13,429 · $17,830+12.3%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $181 a year on $10k1.81%

−9.4%Worst dropSmaller is better−6.4%

16.0%VolatilityLower is calmer10.8%

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

0–8VTV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common0.1%

End-of-day Nov 13, 2026 · share of each fund

DFAS vs VTV Returns, Every Period

5Y

DimensionalDFAS

+6.1%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

DFASVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAS vs CSB

YTD

DimensionalDFAS

+15.1%

CSBVictoryShares

+16.8%

+15.1%Year to date+16.8%

−9.4%Worst drop · 1Y−9.5%

16.0%Volatility · 1Y13.0%

1.0%Yield3.1%

$33.5BAssets$248M

3–1CSB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.10%highest, CSB

FundTrailing yieldYield$10k

CSB3.10%$310

VTV1.81%$181

DFAS1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$271most kept, CSB

CSB$310 − $39 = $271

VTV$181 − $3 = $178

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAS, CSB, VTV

Today

9.0%most shared, DFAS and CSB

DFASCSBVTV

DFAS—9.0%0.1%

CSB9.0%—0.0%

VTV0.1%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

CSBWorst drop−9.5%13.0% vol

DFASWorst drop−9.4%16.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CSBVTV

+16.8%Year to date+22.0%

3.1%Yield1.8%

+18.6%Past year+23.6%

0.39%Fee0.03%

3–1VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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DFAS, CSB and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three