Compare · 2 funds side by side · dividends reinvested

DFSI and VIG

DFSIDimensional×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

DFSI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Dimensional International Sustainability Core 1 ETFInternational · Ex-US broad0.24%2.24%+9.7%+14.8%+21.6%[…]−12.3%15.8%$1.2B1.7

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: DFSI 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional International Sustainability Core 1 ETF · $1.2B[…]

DFSI

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

DFSIMeasureVIG

+9.7%Year to dateJan 1 → Nov 4+16.4%

+14.8%1 yearTotal return+18.9%

+21.6%3 years · per year$10,000 became $18,001 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.24%Expense ratio$24 · $4 a year on $10k · lower is better0.04%

2.24%Trailing 12-mo yield$224 · $144 a year on $10k1.44%

−12.3%Worst dropSmaller is better−7.9%

15.8%VolatilityLower is calmer10.2%

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

2–5VIG wins

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

More Ways to See the Pairs

DFSI vs VIG: Top 5 Holdings

Today

DFSI

6.8%in top 5

VIG

in top 522.1%

DFSIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.5%ASMLnot top 5

1.4%ROP.SWnot top 5

1.1%NVSnot top 5

1.0%6098.Tnot top 5

0.8%RY.TOnot top 5

Held in common0.1%

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

DFSI vs VIG Returns, Every Period

DimensionalDFSI

+14.8%

past year

VIGVanguard

+18.9%

past year

DFSIVIGFaded: behind in that period

1–2VIG wins

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

International vs Income: DFSI vs VIG

YTD

DimensionalDFSI

+9.7%

VIGVanguard

+16.4%

+9.7%Year to date+16.4%

−12.3%Worst drop · 1Y−7.9%

15.8%Volatility · 1Y10.2%

2.2%Yield1.4%

$1.2BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: DFSI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DFSI0.24%$24

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

Yields: DFSI, VIG

2.24%highest, DFSI

FundTrailing yieldYield$10k

DFSI2.24%$224

VIG1.44%$144

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

Income After Fees on $10,000

$200most kept, DFSI

DFSI$224 − $24 = $200

VIG$144 − $4 = $140

KeptFee

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

Overlap: DFSI, VIG

Today

0.1%most shared, DFSI and VIG

DFSIVIG

DFSI—0.1%

VIG0.1%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

DFSIWorst drop−12.3%15.8% vol

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

Paid More vs Made More

YTD

DFSIVIG

+9.7%Year to date+16.4%

2.2%Yield1.4%

+14.8%Past year+18.9%

0.24%Fee0.04%

3–1VIG 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