Compare · 3 funds side by side · dividends reinvested

DFAT, CLCV and VUG

DFATDimensional×CLCVCrossmark×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

DFAT, CLCV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+16.6%+22.1%+18.1%+9.8%−9.6%14.6%$30.8B1.6

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.35%+12.4%+17.7%[…][…]−6.9%12.3%$19M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAT 2000 · CLCV 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Crossmark ETF Trust - Crossmark Large Cap Value ETF · $19M[…]

CLCV

DFAT

Dimensional - US Targeted Value ETF · $30.8B$15,924

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

CLCVMeasureDFAT

+12.4%Year to dateJan 1 → Nov 6+16.6%

+17.7%1 yearTotal return+22.1%

[…]3 years · per year$10,000 became […] · $16,470+18.1%

[…]5 years · per year$10,000 became […] · $15,924+9.8%

0.50%Expense ratio$50 · $31 a year on $10k · lower is better0.31%

0.35%Trailing 12-mo yield$35 · $135 a year on $10k1.35%

−6.9%Worst dropSmaller is better−9.6%

12.3%VolatilityLower is calmer14.6%

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

2–4DFAT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLCV vs DFAT: Top 5 Holdings

Today

CLCV

17.8%in top 5

DFAT

in top 53.6%

CLCVStockDFAT

4.9%AAPLnot top 5

4.2%AMZNnot top 5

3.4%MSFTnot top 5

2.7%CSCOnot top 5

2.7%BACnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common0.7%

End-of-day Nov 6, 2026 · share of each fund

CLCV vs DFAT Returns, Every Period

CrossmarkCLCV

+17.7%

past year

DFATDimensional

+22.1%

past year

CLCVDFATFaded: behind in that period

0–2DFAT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CLCV vs DFAT

YTD

CrossmarkCLCV

+12.4%

DFATDimensional

+16.6%

+12.4%Year to date+16.6%

−6.9%Worst drop · 1Y−9.6%

12.3%Volatility · 1Y14.6%

0.4%Yield1.4%

$18.5MAssets$30.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, CLCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

CLCV0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAT, CLCV, VUG

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

VUG0.42%$42

CLCV0.35%$35

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

VUG$42 − $3 = $39

CLCV$35 − $50 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAT, CLCV, VUG

Today

14.0%most shared, CLCV and VUG

DFATCLCVVUG

DFAT—0.7%0.0%

CLCV0.7%—14.0%

VUG0.0%14.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.1%DFAT, at 14.6% volatility

CLCVWorst drop−6.9%12.3% vol

DFATWorst drop−9.6%14.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCLCV

+16.6%Year to date+12.4%

1.4%Yield0.4%

+22.1%Past year+17.7%

0.31%Fee0.50%

4–0DFAT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026