Compare · 4 funds side by side · dividends reinvested

DFAT, BVAL, VTV and VUG

DFATDimensional×BVALBluemonte×VTVVanguard×VUGVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the four · RiskSmallest drop

DFAT, BVAL, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.1

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.13%+18.2%+20.5%[…][…]−6.7%10.9%$318M2.7

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.6B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+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 11, 2026 · returns include dividends · since: DFAT 2000 · BVAL 2025 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,714

DFAT

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DFAT vs BVAL: Top 5 Holdings

Today

DFAT

3.6%in top 5

BVAL

in top 599.3%

DFATStockBVAL

not top 5SPYV33.8%

not top 5SCHV29.4%

not top 5VONV21.2%

not top 5SPYM14.8%

0.8%OVVnot top 5

Cost, Income and Risk

Fees: DFAT, BVAL, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

BVAL0.29%$29

DFAT0.31%$31

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

BVAL

Bluemonte Large Cap Value ETF · $318M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFATMeasureBVAL

+19.7%Year to dateJan 1 → Nov 11+18.2%

+24.7%1 yearTotal return+20.5%

+17.6%3 years · per year$10,000 became $16,277 · […][…]

+9.5%5 years · per year$10,000 became $15,714 · […][…]

0.31%Expense ratio$31 · $29 a year on $10k · lower is better0.29%

1.32%Trailing 12-mo yield$132 · $113 a year on $10k1.13%

−9.6%Worst dropSmaller is better−6.7%

14.7%VolatilityLower is calmer10.9%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DFAT vs BVAL Returns, Every Period

1Y

DimensionalDFAT

+24.7%

past year

BVALBluemonte

+20.5%

past year

DFATBVALFaded: behind in that period

2–0DFAT wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAT vs VTV

YTD

DimensionalDFAT

+19.7%

VTVVanguard

+22.3%

+19.7%Year to date+22.3%

−9.6%Worst drop · 1Y−6.4%

14.7%Volatility · 1Y10.8%

1.3%Yield1.8%

$31.6BAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAT, BVAL, VTV, VUG

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

DFAT1.32%$132

BVAL1.13%$113

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

DFAT$132 − $31 = $101

BVAL$113 − $29 = $84

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAT, BVAL, VTV, VUG

Today

1.9%most shared, VTV and VUG

DFATBVALVTVVUG

DFAT—0.0%0.0%0.0%

BVAL0.0%—0.0%0.0%

VTV0.0%0.0%—1.9%

VUG0.0%0.0%1.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

BVALWorst drop−6.7%10.9% vol

DFATWorst drop−9.6%14.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAT

+22.3%Year to date+19.7%

1.8%Yield1.3%

+25.5%Past year+24.7%

0.03%Fee0.31%

4–0VTV wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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DFAT, BVAL, VTV and VUG

Head to Head

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Cost, Income and Risk

Popular Pairs Near These Four