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$19,900DFIV · 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%2.80%+14.1%+23.7%+25.3%+14.8%−9.7%14.3%$22.0B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$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 6, 2026 · returns include dividends · since: DFIV 1999 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.0B$19,900

DFIV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

DFIVMeasureVIG

+14.1%Year to dateJan 1 → Nov 6+12.1%

+23.7%1 yearTotal return+14.3%

+25.3%3 years · per year$10,000 became $19,675 · $16,669+18.6%

+14.8%5 years · per year$10,000 became $19,900 · $16,243+10.2%

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

2.80%Trailing 12-mo yield$280 · $150 a year on $10k1.50%

−9.7%Worst dropSmaller is better−7.9%

14.3%VolatilityLower is calmer10.8%

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

5–3DFIV wins

End-of-day Nov 6, 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%

3.5%SHELnot top 5

2.2%TTE.PAnot top 5

2.1%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DFIV vs VIG Returns, Every Period

DimensionalDFIV

+14.8%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

DFIVVIGFaded: behind in that period

4–0DFIV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: DFIV vs VIG

YTD

DimensionalDFIV

+14.1%

VIGVanguard

+12.1%

+14.1%Year to date+12.1%

−9.7%Worst drop · 1Y−7.9%

14.3%Volatility · 1Y10.8%

2.8%Yield1.5%

$22.0BAssets$109B

2–2level

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: DFIV, VIG

2.80%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.80%$280

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$253most kept, DFIV

DFIV$280 − $27 = $253

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.7%DFIV, at 14.3% volatility

VIGWorst drop−7.9%10.8% vol

DFIVWorst drop−9.7%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVVIG

+14.1%Year to date+12.1%

2.8%Yield1.5%

+23.7%Past year+14.3%

0.27%Fee0.04%

3–1DFIV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026