Compare · 4 funds side by side · dividends reinvested

DFAT, CATH, VUG and VO

DFATDimensional×CATHGlobal X×VUGVanguard×VOVanguard×

02 / 04

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

Story of the four · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

DFAT, CATH, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.9

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.76%+10.0%+10.0%+20.4%+10.4%−9.4%13.7%$1.4B2.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.8B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, 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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAT

More Ways to See the Pairs

DFAT vs CATH: Top 5 Holdings

Today

DFAT

3.6%in top 5

CATH

in top 528.2%

DFATStockCATH

not top 5AAPL8.3%

not top 5NVDA6.7%

not top 5MSFT6.5%

not top 5AMZN4.2%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAT, CATH, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

CATH0.29%$29

DFAT0.31%$31

End-of-day Nov 12, 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 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

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

DFATMeasureCATH

+19.7%Year to dateJan 1 → Nov 12+10.0%

+24.7%1 yearTotal return+10.0%

+17.6%3 years · per year$10,000 became $16,277 · $17,464+20.4%

+9.5%5 years · per year$10,000 became $15,714 · $16,424+10.4%

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

1.32%Trailing 12-mo yield$132 · $76 a year on $10k0.76%

−9.6%Worst dropSmaller is better−9.4%

14.7%VolatilityLower is calmer13.7%

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

2.6%

0.8%OVVnot top 5

0.7%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

+9.5%

5 years, per year

CATHGlobal X

+10.4%

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

+19.7%

VOVanguard

+15.0%

+19.7%Year to date+15.0%

−9.6%Worst drop · 1Y−8.2%

14.7%Volatility · 1Y13.1%

1.3%Yield1.3%

$31.8BAssets$103B

2–1VO wins

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

Yields: DFAT, CATH, VUG, VO

1Y

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

DFAT1.32%$132

CATH0.76%$76

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

DFAT$132 − $31 = $101

CATH$76 − $29 = $47

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAT, CATH, VUG, VO

Today

54.5%most shared, CATH and VUG

DFATCATHVUGVO

DFAT—0.8%0.0%0.0%

CATH0.8%—54.5%19.1%

VUG0.0%54.5%—10.2%

VO0.0%19.1%10.2%—

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

Return vs Bumpiness: 4 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

VOWorst drop−8.2%13.1% vol

CATHWorst drop−9.4%13.7% vol

DFATWorst drop−9.6%14.7% 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

VODFAT

+15.0%Year to date+19.7%

1.3%Yield1.3%

+15.0%Past year+24.7%

0.03%Fee0.31%

2–1DFAT wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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DFAT, CATH, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four