Compare · 3 funds side by side · dividends reinvested

DFAT, BASV and VUG

DFATDimensional×BASVBrown Advisory×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

DFAT, BASV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B1.6

Brown Advisory Sustainable Value ETFUS Stock Styles · Value0.71%0.36%+14.2%+17.0%[…][…]−9.4%14.5%$434M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAT 2000 · BASV 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Brown Advisory Sustainable Value ETF · $434M[…]

BASV

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

BASV

More Ways to See the Pairs

BASV vs VUG: Top 5 Holdings

Today

BASV

20.6%in top 5

VUG

in top 545.2%

BASVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

3.8%MSFT9.7%

not top 5GOOGL5.2%

4.8%AMZN

Cost, Income and Risk

Fees: DFAT, BASV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

BASV0.71%$71

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAT, BASV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

VUG

+14.2%Year to dateJan 1 → Nov 12+4.9%

+17.0%1 yearTotal return+3.5%

[…]3 years · per year$10,000 became […] · $18,215+22.1%

[…]5 years · per year$10,000 became […] · $16,326+10.3%

0.71%Expense ratio$71 · $3 a year on $10k · lower is better0.03%

0.36%Trailing 12-mo yield$36 · $41 a year on $10k0.41%

−9.4%Worst dropSmaller is better−15.1%

14.5%VolatilityLower is calmer19.1%

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

4–2BASV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AVGO4.3%

4.2%THCnot top 5

4.2%CAHnot top 5

3.6%0Y5X.Lnot top 5

Held in common9.3%

End-of-day Nov 12, 2026 · share of each fund

BASV vs VUG Returns, Every Period

1Y

Brown AdvisoryBASV

+17.0%

past year

VUGVanguard

+3.5%

past year

BASVVUGFaded: behind in that period

2–0BASV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

BASV vs DFAT

YTD

Brown AdvisoryBASV

+14.2%

DFATDimensional

+18.5%

+14.2%Year to date+18.5%

−9.4%Worst drop · 1Y−9.6%

14.5%Volatility · 1Y14.8%

0.4%Yield1.3%

$434MAssets$31.5B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

VUG0.41%$41

BASV0.36%$36

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

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

BASV$36 − $71 = −$35

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAT, BASV, VUG

Today

9.3%most shared, BASV and VUG

DFATBASVVUG

DFAT—0.5%0.0%

BASV0.5%—9.3%

VUG0.0%9.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.9%DFAT, at 14.8% volatility

BASVWorst drop−9.4%14.5% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFATBASV

+18.5%Year to date+14.2%

1.3%Yield0.4%

+22.9%Past year+17.0%

0.31%Fee0.71%

4–0DFAT wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DFAT, BASV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three