Compare · 3 funds side by side · dividends reinvested

DFSV, SFLO and VUG

DFSVDimensional×SFLOVictoryShares×VUGVanguard×

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

02 / 04

DFSV, SFLO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares Small Cap Free Cash Flow ETFUS Stock Styles · Small cap0.53%0.91%+30.3%+36.1%[…][…]−8.2%17.6%$886M1.7

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.42%+17.9%+24.0%+18.5%[…]−9.4%15.1%$27.1B1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, 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: DFSV 1993 · SFLO 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Value Portfolio ETF Class Shares · $27.1B[…]

DFSV

SFLO

VictoryShares Small Cap Free Cash Flow ETF · $886M[…]

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

DFSVMeasureSFLO

+17.9%Year to dateJan 1 → Nov 6+30.3%

+24.0%1 yearTotal return+36.1%

+18.5%3 years · per year$10,000 became $16,658 · […][…]

[…]5 years · per year[…]

0.31%Expense ratio$31 · $53 a year on $10k · lower is better0.53%

1.42%Trailing 12-mo yield$142 · $91 a year on $10k0.91%

−9.4%Worst dropSmaller is better−8.2%

15.1%VolatilityLower is calmer17.6%

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

3–3Level

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

More Ways to See the Pairs

DFSV vs SFLO: Top 5 Holdings

Today

DFSV

3.6%in top 5

SFLO

in top 57.6%

DFSVStockSFLO

not top 5OSCR1.7%

not top 5GDDY1.6%

not top 5LYFT1.6%

not top 5PINS1.4%

not top 5YOU1.3%

0.8%ELANnot top 5

0.7%SWKSnot top 5

0.7%SWKnot top 5

0.7%SSBnot top 5

0.7%IVZnot top 5

Held in common10.9%

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

DFSV vs SFLO Returns, Every Period

DimensionalDFSV

+24.0%

past year

SFLOVictoryShares

+36.1%

past year

DFSVSFLOFaded: behind in that period

0–2SFLO wins

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

DFSV vs SFLO

YTD

DimensionalDFSV

+17.9%

SFLOVictoryShares

+30.3%

+17.9%Year to date+30.3%

−9.4%Worst drop · 1Y−8.2%

15.1%Volatility · 1Y17.6%

1.4%Yield0.9%

$27.1BAssets$886M

2–2level

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

Cost, Income and Risk

Fees: DFSV, SFLO, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFSV0.31%$31

SFLO0.53%$53

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

Yields: DFSV, SFLO, VUG

1.42%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.42%$142

SFLO0.91%$91

VUG0.42%$42

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

Income After Fees on $10,000

$111most kept, DFSV

DFSV$142 − $31 = $111

VUG$42 − $3 = $39

SFLO$91 − $53 = $38

KeptFee

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

Overlap: DFSV, SFLO, VUG

Today

10.9%most shared, DFSV and SFLO

DFSVSFLOVUG

DFSV—10.9%0.0%

SFLO10.9%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+36.1%SFLO, at 17.6% volatility

DFSVWorst drop−9.4%15.1% vol

SFLOWorst drop−8.2%17.6% 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

DFSVSFLO

+17.9%Year to date+30.3%

1.4%Yield0.9%

+24.0%Past year+36.1%

0.31%Fee0.53%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.7B

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