Compare · 2 funds side by side · dividends reinvested

DFAT and VOO

DFATDimensional×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

DFAT and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−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 3, 2026 · returns include dividends · since: DFAT 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.7B$16,134

DFAT

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

DFATMeasureVOO

+19.1%Year to dateJan 1 → Nov 3+11.5%

+25.0%1 yearTotal return+11.9%

+19.7%3 years · per year$10,000 became $17,168 · $19,094+24.1%

+10.0%5 years · per year$10,000 became $16,134 · $17,749+12.2%

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

1.33%Trailing 12-mo yield$133 · $107 a year on $10k1.07%

−9.6%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer12.7%

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

3–5VOO wins

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

More Ways to See the Pairs

DFAT vs VOO: Top 5 Holdings

Today

DFAT

3.7%in top 5

VOO

in top 528.3%

DFATStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%APAnot top 5

0.7%CNHnot top 5

0.7%TOLnot top 5

Held in common0.7%

End-of-day Nov 3, 2026 · share of each fund

DFAT vs VOO Returns, Every Period

DimensionalDFAT

+10.0%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

DFATVOOFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAT vs VOO

YTD

DimensionalDFAT

+19.1%

VOOVanguard

+11.5%

+19.1%Year to date+11.5%

−9.6%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y12.7%

1.3%Yield1.1%

$31.7BAssets$1.00T

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAT0.31%$31

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAT, VOO

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAT, VOO

Today

0.7%most shared, DFAT and VOO

DFATVOO

DFAT—0.7%

VOO0.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.0%DFAT, at 14.3% volatility

VOOWorst drop−8.9%12.7% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFATVOO

+19.1%Year to date+11.5%

1.3%Yield1.1%

+25.0%Past year+11.9%

0.31%Fee0.03%

3–1DFAT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026