Compare · 2 funds side by side · dividends reinvested

DFAX and VT

DFAXDimensional×VTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,957VT · best of the two

02 / 04

DFAX and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.55%+11.3%+14.3%+20.9%+9.8%−9.7%14.9%$81.8B1.4

Dimensional World ex U.S. Core Equity 2 ETFInternational · Ex-US broad0.28%2.48%+12.2%+17.3%+20.6%+9.4%−11.1%17.6%$11.7B1.6

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: DFAX 2008 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional World ex U.S. Core Equity 2 ETF · $11.7B$15,687

DFAX

Vanguard Total World Stock ETF · $81.8B$15,957

$10,000 five years ago, dividends reinvested · they hold 23.3% in common

DFAXMeasureVT

+12.2%Year to dateJan 1 → Nov 9+11.3%

+17.3%1 yearTotal return+14.3%

+20.6%3 years · per year$10,000 became $17,557 · $17,661+20.9%

+9.4%5 years · per year$10,000 became $15,687 · $15,957+9.8%

0.28%Expense ratio$28 · $6 a year on $10k · lower is better0.06%

2.48%Trailing 12-mo yield$248 · $155 a year on $10k1.55%

−11.1%Worst dropSmaller is better−9.7%

17.6%VolatilityLower is calmer14.9%

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

3–5VT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAX vs VT: Top 5 Holdings

Today

DFAX

5.6%in top 5

in top 515.6%

DFAXStockVT

not top 5NVDA4.5%

not top 5AAPL4.1%

not top 5MSFT3.2%

2.2%2330.TWnot top 5

not top 5AMZN2.0%

not top 5GOOGL1.7%

1.0%005930.Knot top 5

0.9%TSMnot top 5

0.7%NVSnot top 5

0.7%ASMLnot top 5

Held in common23.3%

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

DFAX vs VT Returns, Every Period

DimensionalDFAX

+9.4%

5 years, per year

VTVanguard

+9.8%

5 years, per year

DFAXVTFaded: behind in that period

2–2Level

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

DFAX vs VT

YTD

DimensionalDFAX

+12.2%

VTVanguard

+11.3%

+12.2%Year to date+11.3%

−11.1%Worst drop · 1Y−9.7%

17.6%Volatility · 1Y14.9%

2.5%Yield1.6%

$11.7BAssets$81.8B

2–2level

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

Cost, Income and Risk

Fees: DFAX, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

DFAX0.28%$28

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

Yields: DFAX, VT

2.48%highest, DFAX

FundTrailing yieldYield$10k

DFAX2.48%$248

VT1.55%$155

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

Income After Fees on $10,000

$220most kept, DFAX

DFAX$248 − $28 = $220

VT$155 − $6 = $149

KeptFee

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

Overlap: DFAX, VT

Today

23.3%most shared, DFAX and VT

DFAXVT

DFAX—23.3%

VT23.3%—

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

Return vs Bumpiness: 2 ETFs

+17.3%DFAX, at 17.6% volatility

VTWorst drop−9.7%14.9% vol

DFAXWorst drop−11.1%17.6% vol

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

Paid More vs Made More

YTD

DFAXVT

+12.2%Year to date+11.3%

2.5%Yield1.6%

+17.3%Past year+14.3%

0.28%Fee0.06%

3–1DFAX wins

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%

$120BAssets$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