Compare · 3 funds side by side · dividends reinvested

DFAT, CATH and VUG

DFATDimensional×CATHGlobal X×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeDFAT · 1.32% · $132 a year on $10k

Story of the three · RiskSmallest drop

DFAT, CATH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.4B1.8

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAT 2000 · CATH 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,557

VUG

DFAT

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

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

VUG

More Ways to See the Pairs

VUG vs DFAT: Top 5 Holdings

Today

VUG

45.2%in top 5

DFAT

in top 53.6%

VUGStockDFAT

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Cost, Income and Risk

Fees: DFAT, CATH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CATH0.29%$29

DFAT0.31%$31

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

Yields: DFAT, CATH, VUG

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DFAT

+5.1%Year to dateJan 1 → Nov 11+19.7%

+3.6%1 yearTotal return+24.7%

+22.6%3 years · per year$10,000 became $18,430 · $16,277+17.6%

+10.6%5 years · per year$10,000 became $16,557 · $15,714+9.5%

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

0.41%Trailing 12-mo yield$41 · $132 a year on $10k1.32%

−15.1%Worst dropSmaller is better−9.6%

19.1%VolatilityLower is calmer14.7%

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

3–5DFAT wins

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

not top 5OVV0.8%

not top 5CNH0.7%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.0%

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

VUG vs DFAT Returns, Every Period

5Y

VanguardVUG

+10.6%

5 years, per year

DFATDimensional

+9.5%

5 years, per year

VUGDFATFaded: behind in that period

2–2Level

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

VUG vs DFAT

YTD

VanguardVUG

+5.1%

DFATDimensional

+19.7%

+5.1%Year to date+19.7%

−15.1%Worst drop · 1Y−9.6%

19.1%Volatility · 1Y14.7%

0.4%Yield1.3%

$233BAssets$31.6B

4–0DFAT wins

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

1Y

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

CATH0.76%$76

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$101most kept, DFAT

DFAT$132 − $31 = $101

CATH$76 − $29 = $47

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAT, CATH, VUG

Today

54.5%most shared, CATH and VUG

DFATCATHVUG

DFAT—0.8%0.0%

CATH0.8%—54.5%

VUG0.0%54.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

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 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCATH

+19.7%Year to date+10.0%

1.3%Yield0.8%

+24.7%Past year+10.0%

0.31%Fee0.29%

3–1DFAT 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

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAT, CATH and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three