Compare · 2 funds side by side · dividends reinvested

DFAT and VO

DFATDimensional×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,744DFAT · best of the two

02 / 04

DFAT and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$31.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAT 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.7B$16,744

DFAT

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

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

DFATMeasureVO

+20.6%Year to dateJan 1 → Nov 4+14.7%

+26.4%1 yearTotal return+15.3%

+20.0%3 years · per year$10,000 became $17,261 · $17,578+20.7%

+10.9%5 years · per year$10,000 became $16,744 · $14,290+7.4%

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

1.31%Trailing 12-mo yield$131 · $134 a year on $10k1.34%

−9.6%Worst dropSmaller is better−8.2%

14.3%VolatilityLower is calmer12.4%

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

3–5VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs VO: Top 5 Holdings

Today

DFAT

3.6%in top 5

in top 55.3%

DFATStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%APAnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFAT vs VO Returns, Every Period

DimensionalDFAT

+10.9%

5 years, per year

VOVanguard

+7.4%

5 years, per year

DFATVOFaded: behind in that period

3–1DFAT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAT vs VO

YTD

DimensionalDFAT

+20.6%

VOVanguard

+14.7%

+20.6%Year to date+14.7%

−9.6%Worst drop · 1Y−8.2%

14.3%Volatility · 1Y12.4%

1.3%Yield1.3%

$31.7BAssets$103B

2–1VO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAT0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAT, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

DFAT1.31%$131

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAT, VO

Today

0.0%most shared, DFAT and VO

DFATVO

DFAT—0.0%

VO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.4%DFAT, at 14.3% volatility

VOWorst drop−8.2%12.4% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAT

+14.7%Year to date+20.6%

1.3%Yield1.3%

+15.3%Past year+26.4%

0.03%Fee0.31%

2–1DFAT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026