Compare · 3 funds side by side · dividends reinvested

DFAT, CATH and VO

DFATDimensional×CATHGlobal X×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,323CATH · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

DFAT, CATH and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.6

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.76%+9.5%+9.4%+20.2%+10.3%−9.4%13.8%$1.4B2.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.8B2.3

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 · CATH 2016 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.8B$15,633

DFAT

CATH

Global X - S&P 500 Catholic Values ETF · $1.4B$16,323

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

DFAT

More Ways to See the Pairs

DFAT vs CATH: Top 5 Holdings

Today

DFAT

3.6%in top 5

CATH

in top 528.0%

DFATStockCATH

not top 5AAPL8.3%

not top 5NVDA6.8%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5AVGO2.6%

Cost, Income and Risk

Fees: DFAT, CATH, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

CATH0.29%$29

DFAT0.31%$31

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

Yields: DFAT, CATH, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

CATH

+18.5%Year to dateJan 1 → Nov 12+9.5%

+22.9%1 yearTotal return+9.4%

+17.5%3 years · per year$10,000 became $16,236 · $17,362+20.2%

+9.3%5 years · per year$10,000 became $15,633 · $16,323+10.3%

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

1.33%Trailing 12-mo yield$133 · $76 a year on $10k0.76%

−9.6%Worst dropSmaller is better−9.4%

14.8%VolatilityLower is calmer13.8%

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

3–5CATH wins

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

0.8%OVVnot top 5

0.8%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.8%

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

DFAT vs CATH Returns, Every Period

5Y

DimensionalDFAT

+9.3%

5 years, per year

CATHGlobal X

+10.3%

5 years, per year

DFATCATHFaded: behind in that period

2–2Level

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

DFAT vs VO

YTD

DimensionalDFAT

+18.5%

VOVanguard

+14.0%

+18.5%Year to date+14.0%

−9.6%Worst drop · 1Y−8.2%

14.8%Volatility · 1Y13.2%

1.3%Yield1.3%

$31.8BAssets$103B

2–1VO wins

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

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAT1.33%$133

CATH0.76%$76

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAT$133 − $31 = $102

CATH$76 − $29 = $47

KeptFee

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

Overlap: DFAT, CATH, VO

Today

19.0%most shared, CATH and VO

DFATCATHVO

DFAT—0.8%0.0%

CATH0.8%—19.0%

VO0.0%19.0%—

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

VOWorst drop−8.2%13.2% vol

CATHWorst drop−9.4%13.8% vol

DFATWorst drop−9.6%14.8% vol

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

Paid More vs Made More

YTD

VODFAT

+14.0%Year to date+18.5%

1.3%Yield1.3%

+13.7%Past year+22.9%

0.03%Fee0.31%

2–1DFAT wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAT, CATH and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three