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$15,930DFAT · 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%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$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 9, 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$15,930

DFAT

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

DFATMeasureVO

+19.3%Year to dateJan 1 → Nov 9+13.6%

+26.4%1 yearTotal return+15.6%

+18.0%3 years · per year$10,000 became $16,444 · $16,763+18.8%

+9.8%5 years · per year$10,000 became $15,930 · $13,867+6.8%

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

1.32%Trailing 12-mo yield$132 · $135 a year on $10k1.35%

−9.6%Worst dropSmaller is better−8.2%

14.8%VolatilityLower is calmer13.1%

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

3–5VO wins

End-of-day Nov 9, 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%BALLnot top 5

0.7%CNHnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

DFAT vs VO Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

VOVanguard

+6.8%

5 years, per year

DFATVOFaded: behind in that period

3–1DFAT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAT vs VO

YTD

DimensionalDFAT

+19.3%

VOVanguard

+13.6%

+19.3%Year to date+13.6%

−9.6%Worst drop · 1Y−8.2%

14.8%Volatility · 1Y13.1%

1.3%Yield1.4%

$31.7BAssets$103B

3–1VO wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: DFAT, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAT1.32%$132

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAT$132 − $31 = $101

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.4%DFAT, at 14.8% volatility

VOWorst drop−8.2%13.1% vol

DFATWorst drop−9.6%14.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAT

+13.6%Year to date+19.3%

1.4%Yield1.3%

+15.6%Past year+26.4%

0.03%Fee0.31%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026