Compare · 3 funds side by side · dividends reinvested

DFAT, VUG and VOO

DFATDimensional×VUGVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

DFAT, VUG 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$31.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: DFAT 2000 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.7B$15,930

DFAT

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

DFATMeasureVOO

+19.3%Year to dateJan 1 → Nov 9+11.3%

+26.4%1 yearTotal return+13.6%

+18.0%3 years · per year$10,000 became $16,444 · $18,159+22.0%

+9.8%5 years · per year$10,000 became $15,930 · $17,543+11.9%

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

1.32%Trailing 12-mo yield$132 · $107 a year on $10k1.07%

−9.6%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.7%

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

3–5VOO wins

End-of-day Nov 9, 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

3.6%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%CNHnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.7%

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

DFAT vs VOO Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

DFATVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: DFAT vs VOO

YTD

DimensionalDFAT

+19.3%

VOOVanguard

+11.3%

+19.3%Year to date+11.3%

−9.6%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.7%

1.3%Yield1.1%

$31.7BAssets$1.00T

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, VUG, VOO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

DFAT0.31%$31

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

Yields: DFAT, VUG, VOO

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

VOO1.07%$107

VUG0.41%$41

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAT$132 − $31 = $101

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAT, VUG, VOO

Today

58.2%most shared, VUG and VOO

DFATVUGVOO

DFAT—0.0%0.7%

VUG0.0%—58.2%

VOO0.7%58.2%—

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

Return vs Bumpiness: 3 ETFs

+26.4%DFAT, at 14.8% volatility

VOOWorst drop−8.9%13.7% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

DFATVOO

+19.3%Year to date+11.3%

1.3%Yield1.1%

+26.4%Past year+13.6%

0.31%Fee0.03%

3–1DFAT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026