Compare · 2 funds side by side · dividends reinvested

DFIV and VIG

DFIVDimensional×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,506DFIV · best of the two

02 / 04

DFIV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.71%+17.8%+27.8%+27.0%+15.4%−9.7%14.2%$22.1B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFIV 1999 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.1B$20,506

DFIV

VIG

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

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

DFIVMeasureVIG

+17.8%Year to dateJan 1 → Nov 4+16.4%

+27.8%1 yearTotal return+18.9%

+27.0%3 years · per year$10,000 became $20,484 · $17,533+20.6%

+15.4%5 years · per year$10,000 became $20,506 · $17,005+11.2%

0.27%Expense ratio$27 · $4 a year on $10k · lower is better0.04%

2.71%Trailing 12-mo yield$271 · $144 a year on $10k1.44%

−9.7%Worst dropSmaller is better−7.9%

14.2%VolatilityLower is calmer10.2%

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

5–3DFIV wins

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

More Ways to See the Pairs

DFIV vs VIG: Top 5 Holdings

Today

DFIV

10.6%in top 5

VIG

in top 522.1%

DFIVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%SHELnot top 5

2.3%TTE.PAnot top 5

1.8%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

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

DFIV vs VIG Returns, Every Period

DimensionalDFIV

+15.4%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DFIVVIGFaded: behind in that period

4–0DFIV wins

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

International vs Income: DFIV vs VIG

YTD

DimensionalDFIV

+17.8%

VIGVanguard

+16.4%

+17.8%Year to date+16.4%

−9.7%Worst drop · 1Y−7.9%

14.2%Volatility · 1Y10.2%

2.7%Yield1.4%

$22.1BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: DFIV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DFIV0.27%$27

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

Yields: DFIV, VIG

2.71%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.71%$271

VIG1.44%$144

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

Income After Fees on $10,000

$244most kept, DFIV

DFIV$271 − $27 = $244

VIG$144 − $4 = $140

KeptFee

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

Overlap: DFIV, VIG

Today

0.0%most shared, DFIV and VIG

DFIVVIG

DFIV—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+27.8%DFIV, at 14.2% volatility

VIGWorst drop−7.9%10.2% vol

DFIVWorst drop−9.7%14.2% vol

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

Paid More vs Made More

YTD

DFIVVIG

+17.8%Year to date+16.4%

2.7%Yield1.4%

+27.8%Past year+18.9%

0.27%Fee0.04%

3–1DFIV 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