Compare · 3 funds side by side · dividends reinvested

DFAT, MVPL and VUG

DFATDimensional×MVPLMiller Value Partners×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

DFAT, MVPL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$31.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.1

Miller Value Partners Leverage ETFUS Stock Styles · Value0.88%1.00%+10.1%+10.0%[…][…]−12.4%25.0%$32M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAT 2000 · MVPL 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.1B$15,974

DFAT

MVPL

Miller Value Partners Leverage ETF · $32M[…]

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

DFATMeasureMVPL

+17.0%Year to dateJan 1 → Nov 5+10.1%

+23.5%1 yearTotal return+10.0%

+18.5%3 years · per year$10,000 became $16,661 · […][…]

+9.8%5 years · per year$10,000 became $15,974 · […][…]

0.31%Expense ratio$31 · $88 a year on $10k · lower is better0.88%

1.35%Trailing 12-mo yield$135 · $100 a year on $10k1.00%

−9.6%Worst dropSmaller is better−12.4%

14.7%VolatilityLower is calmer25.0%

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

6–0DFAT wins

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

More Ways to See the Pairs

DFAT vs MVPL: Top 5 Holdings

Today

DFAT

3.5%in top 5

MVPL

in top 5100.0%

DFATStockMVPL

not top 5SPUU100.0%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DFAT vs MVPL Returns, Every Period

DimensionalDFAT

+23.5%

past year

MVPLMiller Value Partners

+10.0%

past year

DFATMVPLFaded: behind in that period

2–0DFAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAT vs MVPL

YTD

DimensionalDFAT

+17.0%

MVPLMiller Value Partners

+10.1%

+17.0%Year to date+10.1%

−9.6%Worst drop · 1Y−12.4%

14.7%Volatility · 1Y25.0%

1.3%Yield1.0%

$31.1BAssets$32.0M

4–0DFAT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, MVPL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

MVPL0.88%$88

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAT, MVPL, VUG

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

MVPL1.00%$100

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

VUG$43 − $3 = $40

MVPL$100 − $88 = $12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAT, MVPL, VUG

Today

0.0%most shared, DFAT and MVPL

DFATMVPLVUG

DFAT—0.0%0.0%

MVPL0.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.5%DFAT, at 14.7% volatility

DFATWorst drop−9.6%14.7% vol

VUGWorst drop−15.1%19.0% vol

MVPLWorst drop−12.4%25.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFATMVPL

+17.0%Year to date+10.1%

1.3%Yield1.0%

+23.5%Past year+10.0%

0.31%Fee0.88%

4–0DFAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026