Compare · 2 funds side by side · dividends reinvested

DFSU and VUG

DFSUDimensional×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

DFSU and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Sustainability Core 1 ETFUS Stock Styles · Large cap0.15%0.85%+8.3%+10.0%+21.1%[…]−10.1%13.6%$2.3B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: DFSU 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Sustainability Core 1 ETF · $2.3B[…]

DFSU

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 41.3% in common

DFSUMeasureVUG

+8.3%Year to dateJan 1 → Nov 6+1.4%

+10.0%1 yearTotal return+0.2%

+21.1%3 years · per year$10,000 became $17,765 · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.85%Trailing 12-mo yield$85 · $42 a year on $10k0.42%

−10.1%Worst dropSmaller is better−15.1%

13.6%VolatilityLower is calmer19.0%

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

5–2DFSU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFSU vs VUG: Top 5 Holdings

Today

DFSU

22.2%in top 5

VUG

in top 545.2%

DFSUStockVUG

5.9%NVDA13.5%

6.8%AAPL12.5%

3.6%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.2%AMZNnot top 5

2.6%METAnot top 5

Held in common41.3%

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

DFSU vs VUG Returns, Every Period

DimensionalDFSU

+10.0%

past year

VUGVanguard

+0.2%

past year

DFSUVUGFaded: behind in that period

2–1DFSU wins

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

DFSU vs VUG

YTD

DimensionalDFSU

+8.3%

VUGVanguard

+1.4%

+8.3%Year to date+1.4%

−10.1%Worst drop · 1Y−15.1%

13.6%Volatility · 1Y19.0%

0.8%Yield0.4%

$2.3BAssets$233B

4–0DFSU wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFSU, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFSU0.15%$15

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

Yields: DFSU, VUG

0.85%highest, DFSU

FundTrailing yieldYield$10k

DFSU0.85%$85

VUG0.42%$42

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

Income After Fees on $10,000

$70most kept, DFSU

DFSU$85 − $15 = $70

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFSU, VUG

Today

41.3%most shared, DFSU and VUG

DFSUVUG

DFSU—41.3%

VUG41.3%—

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

Return vs Bumpiness: 2 ETFs

+10.0%DFSU, at 13.6% volatility

DFSUWorst drop−10.1%13.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DFSUVUG

+8.3%Year to date+1.4%

0.8%Yield0.4%

+10.0%Past year+0.2%

0.15%Fee0.03%

3–1DFSU wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026