Compare · 3 funds side by side · dividends reinvested

DFAT, BLCV and VUG

DFATDimensional×BLCViShares×VUGVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeBLCV · 3.19% · $319 a year on $10k

Story of the three · RiskSmallest drop

DFAT, BLCV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Value Active ETFUS Stock Styles · Value0.45%3.19%+19.9%+25.4%+22.3%[…]−9.8%13.0%$363M1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAT 2000 · BLCV 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Large Cap Value Active ETF · $363M[…]

BLCV

DFAT

Dimensional - US Targeted Value ETF · $31.6B$15,377

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

BLCV

More Ways to See the Pairs

BLCV vs DFAT: Top 5 Holdings

Today

BLCV

28.7%in top 5

DFAT

in top 53.6%

BLCVStockDFAT

8.4%MSFTnot top 5

7.8%AMZNnot top 5

6.0%AAPLnot top 5

3.7%CVXnot top 5

2.8%WFCnot top 5

Cost, Income and Risk

Fees: DFAT, BLCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

BLCV0.45%$45

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

Yields: DFAT, BLCV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

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%

Measure

DFAT

+19.9%Year to dateJan 1 → Nov 13+18.8%

+25.4%1 yearTotal return+22.8%

+22.3%3 years · per year$10,000 became $18,305 · $16,427+18.0%

[…]5 years · per year$10,000 became […] · $15,377+9.0%

0.45%Expense ratio$45 · $31 a year on $10k · lower is better0.31%

3.19%Trailing 12-mo yield$319 · $133 a year on $10k1.33%

−9.8%Worst dropSmaller is better−9.6%

13.0%VolatilityLower is calmer14.8%

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

5–2BLCV wins

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

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.6%

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

BLCV vs DFAT Returns, Every Period

1Y

iSharesBLCV

+25.4%

past year

DFATDimensional

+22.8%

past year

BLCVDFATFaded: behind in that period

3–0BLCV wins

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

BLCV vs DFAT

YTD

iSharesBLCV

+19.9%

DFATDimensional

+18.8%

+19.9%Year to date+18.8%

−9.8%Worst drop · 1Y−9.6%

13.0%Volatility · 1Y14.8%

3.2%Yield1.3%

$363MAssets$31.6B

3–1BLCV wins

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

1Y

3.19%highest, BLCV

FundTrailing yieldYield$10k

BLCV3.19%$319

DFAT1.33%$133

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$274most kept, BLCV

BLCV$319 − $45 = $274

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAT, BLCV, VUG

Today

22.1%most shared, BLCV and VUG

DFATBLCVVUG

DFAT—0.6%0.0%

BLCV0.6%—22.1%

VUG0.0%22.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+25.4%BLCV, at 13.0% volatility

BLCVWorst drop−9.8%13.0% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

BLCVDFAT

+19.9%Year to date+18.8%

3.2%Yield1.3%

+25.4%Past year+22.8%

0.45%Fee0.31%

3–1BLCV 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%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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DFAT, BLCV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three