Compare · 2 funds side by side · dividends reinvested

DFAX and VIG

DFAXDimensional×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

DFAX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Dimensional World ex U.S. Core Equity 2 ETFInternational · Ex-US broad0.28%2.45%+13.4%+17.5%+22.2%+9.8%−11.1%17.0%$12.1B1.8

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: DFAX 2008 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional World ex U.S. Core Equity 2 ETF · $12.1B$15,975

DFAX

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

DFAXMeasureVIG

+13.4%Year to dateJan 1 → Nov 4+16.4%

+17.5%1 yearTotal return+18.9%

+22.2%3 years · per year$10,000 became $18,253 · $17,533+20.6%

+9.8%5 years · per year$10,000 became $15,975 · $17,005+11.2%

0.28%Expense ratio$28 · $4 a year on $10k · lower is better0.04%

2.45%Trailing 12-mo yield$245 · $144 a year on $10k1.44%

−11.1%Worst dropSmaller is better−7.9%

17.0%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

DFAX vs VIG: Top 5 Holdings

Today

DFAX

6.0%in top 5

VIG

in top 522.1%

DFAXStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.3%2330.TWnot top 5

1.2%005930.Knot top 5

1.0%TSMnot top 5

0.7%000660.Knot top 5

0.7%ASMLnot top 5

Held in common0.2%

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

DFAX vs VIG Returns, Every Period

DimensionalDFAX

+9.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DFAXVIGFaded: behind in that period

1–3VIG wins

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

International vs Income: DFAX vs VIG

YTD

DimensionalDFAX

+13.4%

VIGVanguard

+16.4%

+13.4%Year to date+16.4%

−11.1%Worst drop · 1Y−7.9%

17.0%Volatility · 1Y10.2%

2.5%Yield1.4%

$12.1BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: DFAX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DFAX0.28%$28

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

Yields: DFAX, VIG

2.45%highest, DFAX

FundTrailing yieldYield$10k

DFAX2.45%$245

VIG1.44%$144

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

Income After Fees on $10,000

$217most kept, DFAX

DFAX$245 − $28 = $217

VIG$144 − $4 = $140

KeptFee

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

Overlap: DFAX, VIG

Today

0.2%most shared, DFAX and VIG

DFAXVIG

DFAX—0.2%

VIG0.2%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

DFAXWorst drop−11.1%17.0% vol

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

Paid More vs Made More

YTD

DFAXVIG

+13.4%Year to date+16.4%

2.5%Yield1.4%

+17.5%Past year+18.9%

0.28%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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