Compare · 3 funds side by side · dividends reinvested

DFAT, VIG and VUG

DFATDimensional×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

DFAT, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$32.1B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $32.1B$15,974

DFAT

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

DFATMeasureVIG

+17.0%Year to dateJan 1 → Nov 5+12.5%

+23.5%1 yearTotal return+15.2%

+18.5%3 years · per year$10,000 became $16,661 · $16,814+18.9%

+9.8%5 years · per year$10,000 became $15,974 · $16,331+10.3%

0.31%Expense ratio$31 · $4 a year on $10k · lower is better0.04%

1.35%Trailing 12-mo yield$135 · $149 a year on $10k1.49%

−9.6%Worst dropSmaller is better−7.9%

14.7%VolatilityLower is calmer10.8%

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

2–6VIG 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 VIG: Top 5 Holdings

Today

DFAT

3.5%in top 5

VIG

in top 522.1%

DFATStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common2.2%

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

DFAT vs VIG Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

DFATVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: DFAT vs VIG

YTD

DimensionalDFAT

+17.0%

VIGVanguard

+12.5%

+17.0%Year to date+12.5%

−9.6%Worst drop · 1Y−7.9%

14.7%Volatility · 1Y10.8%

1.3%Yield1.5%

$32.1BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: DFAT, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

DFAT0.31%$31

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

Yields: DFAT, VIG, VUG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

DFAT1.35%$135

VUG0.43%$43

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

DFAT$135 − $31 = $104

VUG$43 − $3 = $40

KeptFee

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

Overlap: DFAT, VIG, VUG

Today

26.4%most shared, VIG and VUG

DFATVIGVUG

DFAT—2.2%0.0%

VIG2.2%—26.4%

VUG0.0%26.4%—

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

VIGWorst drop−7.9%10.8% vol

DFATWorst drop−9.6%14.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VIGDFAT

+12.5%Year to date+17.0%

1.5%Yield1.3%

+15.2%Past year+23.5%

0.04%Fee0.31%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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$62.5B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026