Compare · 2 funds side by side · dividends reinvested

DFLV and VTV

DFLVDimensional×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,352VTV · best of the two

02 / 04

DFLV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Large Cap Value ETFUS Stock Styles · Value0.21%1.34%+25.2%+31.3%+23.6%[…]−5.5%10.7%$7.4B1.4

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

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: DFLV 2022 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Large Cap Value ETF · $7.4B[…]

DFLV

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 52.3% in common

DFLVMeasureVTV

+25.2%Year to dateJan 1 → Nov 4+22.8%

+31.3%1 yearTotal return+27.5%

+23.6%3 years · per year$10,000 became $18,902 · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

1.34%Trailing 12-mo yield$134 · $180 a year on $10k1.80%

−5.5%Worst dropSmaller is better−6.4%

10.7%VolatilityLower is calmer10.2%

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

4–3DFLV wins

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

More Ways to See the Pairs

DFLV vs VTV: Top 5 Holdings

Today

DFLV

17.4%in top 5

VTV

in top 515.8%

DFLVStockVTV

4.8%AMZNnot top 5

not top 5MU4.6%

4.5%JPM3.3%

4.0%XOM2.6%

2.1%BRK-B2.9%

not top 5JNJ2.4%

2.1%CVXnot top 5

Held in common52.3%

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

DFLV vs VTV Returns, Every Period

DimensionalDFLV

+31.3%

past year

VTVVanguard

+27.5%

past year

DFLVVTVFaded: behind in that period

3–0DFLV wins

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

DFLV vs VTV

YTD

DimensionalDFLV

+25.2%

VTVVanguard

+22.8%

+25.2%Year to date+22.8%

−5.5%Worst drop · 1Y−6.4%

10.7%Volatility · 1Y10.2%

1.3%Yield1.8%

$7.4BAssets$184B

2–2level

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

Cost, Income and Risk

Fees: DFLV, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFLV0.21%$21

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

Yields: DFLV, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

DFLV1.34%$134

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFLV$134 − $21 = $113

KeptFee

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

Overlap: DFLV, VTV

Today

52.3%most shared, DFLV and VTV

DFLVVTV

DFLV—52.3%

VTV52.3%—

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

Return vs Bumpiness: 2 ETFs

+31.3%DFLV, at 10.7% volatility

VTVWorst drop−6.4%10.2% vol

DFLVWorst drop−5.5%10.7% vol

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

Paid More vs Made More

YTD

VTVDFLV

+22.8%Year to date+25.2%

1.8%Yield1.3%

+27.5%Past year+31.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

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

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