Compare · 2 funds side by side · dividends reinvested

DFUV and VIG

DFUVDimensional×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

DFUV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.28%+24.4%+30.3%+23.2%[…]−6.0%11.3%$15.6B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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: DFUV 1998 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Marketwide Value ETF · $15.6B[…]

DFUV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 32.9% in common

DFUVMeasureVIG

+24.4%Year to dateJan 1 → Nov 4+16.4%

+30.3%1 yearTotal return+18.9%

+23.2%3 years · per year$10,000 became $18,705 · $17,533+20.6%

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

0.21%Expense ratio$21 · $4 a year on $10k · lower is better0.04%

1.28%Trailing 12-mo yield$128 · $144 a year on $10k1.44%

−6.0%Worst dropSmaller is better−7.9%

11.3%VolatilityLower is calmer10.2%

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

4–3DFUV wins

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

More Ways to See the Pairs

DFUV vs VIG: Top 5 Holdings

Today

DFUV

17.8%in top 5

VIG

in top 522.1%

DFUVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%AMZNnot top 5

not top 5AVGO4.3%

4.2%JPM3.9%

not top 5LLY4.1%

3.9%XOMnot top 5

3.0%BRK-Bnot top 5

2.3%JNJnot top 5

Held in common32.9%

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

DFUV vs VIG Returns, Every Period

DimensionalDFUV

+30.3%

past year

VIGVanguard

+18.9%

past year

DFUVVIGFaded: behind in that period

3–0DFUV wins

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

Stocks vs Income: DFUV vs VIG

YTD

DimensionalDFUV

+24.4%

VIGVanguard

+16.4%

+24.4%Year to date+16.4%

−6.0%Worst drop · 1Y−7.9%

11.3%Volatility · 1Y10.2%

1.3%Yield1.4%

$15.6BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: DFUV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DFUV0.21%$21

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

Yields: DFUV, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

DFUV1.28%$128

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

DFUV$128 − $21 = $107

KeptFee

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

Overlap: DFUV, VIG

Today

32.9%most shared, DFUV and VIG

DFUVVIG

DFUV—32.9%

VIG32.9%—

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

Return vs Bumpiness: 2 ETFs

+30.3%DFUV, at 11.3% volatility

VIGWorst drop−7.9%10.2% vol

DFUVWorst drop−6.0%11.3% vol

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

Paid More vs Made More

YTD

VIGDFUV

+16.4%Year to date+24.4%

1.4%Yield1.3%

+18.9%Past year+30.3%

0.04%Fee0.21%

2–2level

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