Compare · 2 funds side by side · dividends reinvested

DFLV and VUG

DFLVDimensional×VUGVanguard×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,394VUG · best of the two

Story of the two · IncomeMost incomeDFLV · 1.35% · $135 a year on $10k

Story of the two · RiskSmallest drop

DFLV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Large Cap Value ETFUS Stock Styles · Value0.21%1.35%+23.9%+29.5%+21.3%[…]−5.5%11.2%$7.4B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFLV 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFLV

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

DFLVMeasureVUG

+23.9%

More Ways to See the Pairs

DFLV vs VUG: Top 5 Holdings

Today

DFLV

17.6%in top 5

VUG

in top 545.2%

DFLVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

5.1%AMZNnot top 5

Cost, Income and Risk

Fees: DFLV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFLV0.21%$21

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

Yields: DFLV, VUG

1Y

1.35%highest, DFLV

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+3.4%

+29.5%1 yearTotal return+4.2%

+21.3%3 years · per year$10,000 became $17,843 · $18,230+22.2%

[…]5 years · per year$10,000 became […] · $16,394+10.4%

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

1.35%Trailing 12-mo yield$135 · $41 a year on $10k0.41%

−5.5%Worst dropSmaller is better−15.1%

11.2%VolatilityLower is calmer19.1%

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

5–2DFLV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.5%JPMnot top 5

not top 5AVGO4.3%

3.7%XOMnot top 5

2.1%BRK-Bnot top 5

2.1%METAnot top 5

Held in common9.9%

End-of-day Nov 10, 2026 · share of each fund

DFLV vs VUG Returns, Every Period

1Y

DimensionalDFLV

+29.5%

past year

VUGVanguard

+4.2%

past year

DFLVVUGFaded: behind in that period

2–1DFLV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFLV vs VUG

YTD

DimensionalDFLV

+23.9%

VUGVanguard

+3.4%

+23.9%Year to date+3.4%

−5.5%Worst drop · 1Y−15.1%

11.2%Volatility · 1Y19.1%

1.3%Yield0.4%

$7.4BAssets$233B

4–0DFLV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

DFLV1.35%$135

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$114most kept, DFLV

DFLV$135 − $21 = $114

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFLV, VUG

Today

9.9%most shared, DFLV and VUG

DFLVVUG

DFLV—9.9%

VUG9.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+29.5%DFLV, at 11.2% volatility

DFLVWorst drop−5.5%11.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFLVVUG

+23.9%Year to date+3.4%

1.3%Yield0.4%

+29.5%Past year+4.2%

0.21%Fee0.03%

3–1DFLV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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DFLV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two