Compare · 2 funds side by side · dividends reinvested

DFUS and VIG

DFUSDimensional×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,837DFUS · best of the two

02 / 04

DFUS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.3

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.8%+12.0%+24.1%+11.8%−9.0%13.1%$21.4B1.8

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: DFUS 2001 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $21.4B$17,837

DFUS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 41.7% in common

DFUSMeasureVIG

+11.8%Year to dateJan 1 → Nov 4+14.0%

+12.0%1 yearTotal return+15.9%

+24.1%3 years · per year$10,000 became $19,091 · $17,369+20.2%

+11.8%5 years · per year$10,000 became $17,473 · $16,495+10.5%

0.09%Expense ratio$9 · $4 a year on $10k · lower is better0.04%

0.88%Trailing 12-mo yield$88 · $147 a year on $10k1.47%

−9.0%Worst dropSmaller is better−7.9%

13.1%VolatilityLower is calmer10.0%

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

2–6VIG wins

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

More Ways to See the Pairs

DFUS vs VIG: Top 5 Holdings

Today

DFUS

24.5%in top 5

VIG

in top 522.1%

DFUSStockVIG

6.7%AAPL4.9%

6.6%NVDAnot top 5

5.4%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common41.7%

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

DFUS vs VIG Returns, Every Period

DimensionalDFUS

+11.8%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

DFUSVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: DFUS vs VIG

YTD

DimensionalDFUS

+11.8%

VIGVanguard

+14.0%

+11.8%Year to date+14.0%

−9.0%Worst drop · 1Y−7.9%

13.1%Volatility · 1Y10.0%

0.9%Yield1.5%

$21.4BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: DFUS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DFUS0.09%$9

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

Yields: DFUS, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

DFUS0.88%$88

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

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

DFUS$88 − $9 = $79

KeptFee

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

Overlap: DFUS, VIG

Today

41.7%most shared, DFUS and VIG

DFUSVIG

DFUS—41.7%

VIG41.7%—

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

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

VIGWorst drop−7.9%10.0% vol

DFUSWorst drop−9.0%13.1% vol

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

Paid More vs Made More

YTD

VIGDFUS

+14.0%Year to date+11.8%

1.5%Yield0.9%

+15.9%Past year+12.0%

0.04%Fee0.09%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026