Compare · 3 funds side by side · dividends reinvested

DFAT, FLCV and VUG

DFATDimensional×FLCVFederated Hermes×VUGVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

DFAT, FLCV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes MDT Large Cap Value ETFUS Stock Styles · Value0.43%0.66%+24.5%+27.3%[…][…]−5.7%11.7%$253M1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.5B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−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 13, 2026 · returns include dividends · since: DFAT 2000 · FLCV 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.5B$15,377

DFAT

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

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

DFAT

More Ways to See the Pairs

DFAT vs VUG: Top 5 Holdings

Today

DFAT

3.6%in top 5

VUG

in top 545.2%

DFATStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: DFAT, FLCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

FLCV0.43%$43

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAT, FLCV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

VUG

+18.8%Year to dateJan 1 → Nov 13+3.9%

+22.8%1 yearTotal return+2.8%

+18.0%3 years · per year$10,000 became $16,427 · $17,979+21.6%

+9.0%5 years · per year$10,000 became $15,377 · $16,151+10.1%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $41 a year on $10k0.41%

−9.6%Worst dropSmaller is better−15.1%

14.8%VolatilityLower is calmer19.1%

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

5–3DFAT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

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 common0.0%

End-of-day Nov 13, 2026 · share of each fund

DFAT vs VUG Returns, Every Period

5Y

DimensionalDFAT

+9.0%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

DFATVUGFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAT vs FLCV

YTD

DimensionalDFAT

+18.8%

FLCVFederated Hermes

+24.5%

+18.8%Year to date+24.5%

−9.6%Worst drop · 1Y−5.7%

14.8%Volatility · 1Y11.7%

1.3%Yield0.7%

$31.5BAssets$253M

3–1FLCV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

FLCV0.66%$66

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

FLCV$66 − $43 = $23

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAT, FLCV, VUG

Today

18.2%most shared, FLCV and VUG

DFATFLCVVUG

DFAT—2.5%0.0%

FLCV2.5%—18.2%

VUG0.0%18.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+27.3%FLCV, at 11.7% volatility

FLCVWorst drop−5.7%11.7% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFATFLCV

+18.8%Year to date+24.5%

1.3%Yield0.7%

+22.8%Past year+27.3%

0.31%Fee0.43%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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DFAT, FLCV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three