Compare · 3 funds side by side · dividends reinvested

DFUV, VTV and VOO

DFUVDimensional×VTVVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,842VTV · best of the three

02 / 04

DFUV, VTV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.6

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.30%+22.8%+28.4%+23.1%[…]−6.0%11.3%$15.6B1.7

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFUV 1998 · VTV 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DFUV

VTV

Vanguard Morningstar Value ETF · $184B$17,842

$10,000 five years ago, dividends reinvested · they hold 56.0% in common

DFUVMeasureVTV

+22.8%Year to dateJan 1 → Nov 3+21.0%

+28.4%1 yearTotal return+25.0%

+23.1%3 years · per year$10,000 became $18,656 · $18,466+22.7%

[…]5 years · per year$10,000 became […] · $17,842+12.3%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

1.30%Trailing 12-mo yield$130 · $183 a year on $10k1.83%

−6.0%Worst dropSmaller is better−6.4%

11.3%VolatilityLower is calmer10.1%

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

4–3DFUV wins

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

More Ways to See the Pairs

DFUV vs VTV: Top 5 Holdings

Today

DFUV

17.8%in top 5

VTV

in top 515.8%

DFUVStockVTV

not top 5MU4.6%

4.4%AMZNnot top 5

4.2%JPM3.3%

3.9%XOM2.6%

3.0%BRK-B2.9%

2.3%JNJ2.4%

Held in common56.0%

End-of-day Nov 3, 2026 · share of each fund

DFUV vs VTV Returns, Every Period

DimensionalDFUV

+28.4%

past year

VTVVanguard

+25.0%

past year

DFUVVTVFaded: behind in that period

3–0DFUV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFUV vs VTV

YTD

DimensionalDFUV

+22.8%

VTVVanguard

+21.0%

+22.8%Year to date+21.0%

−6.0%Worst drop · 1Y−6.4%

11.3%Volatility · 1Y10.1%

1.3%Yield1.8%

$15.6BAssets$184B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUV, VTV, VOO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

DFUV0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFUV, VTV, VOO

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFUV1.30%$130

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFUV$130 − $21 = $109

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFUV, VTV, VOO

Today

56.0%most shared, DFUV and VTV

DFUVVTVVOO

DFUV—56.0%34.3%

VTV56.0%—41.1%

VOO34.3%41.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.4%DFUV, at 11.3% volatility

VTVWorst drop−6.4%10.1% vol

DFUVWorst drop−6.0%11.3% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFUV

+21.0%Year to date+22.8%

1.8%Yield1.3%

+25.0%Past year+28.4%

0.03%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026