Compare · 2 funds side by side · dividends reinvested

DFUV and VUG

DFUVDimensional×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

DFUV and VUG, 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%$15.6B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 4, 2026 · returns include dividends · since: DFUV 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFUV

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

DFUVMeasureVUG

+24.4%Year to dateJan 1 → Nov 4+6.3%

+30.3%1 yearTotal return+3.4%

+23.2%3 years · per year$10,000 became $18,705 · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

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

1.28%Trailing 12-mo yield$128 · $40 a year on $10k0.40%

−6.0%Worst dropSmaller is better−16.1%

11.3%VolatilityLower is calmer18.2%

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

5–2DFUV 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 VUG: Top 5 Holdings

Today

DFUV

17.8%in top 5

VUG

in top 545.2%

DFUVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

4.5%AMZNnot top 5

not top 5AVGO4.3%

4.2%JPMnot top 5

3.9%XOMnot top 5

3.0%BRK-Bnot top 5

2.3%JNJnot top 5

Held in common8.1%

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

DFUV vs VUG Returns, Every Period

DimensionalDFUV

+30.3%

past year

VUGVanguard

+3.4%

past year

DFUVVUGFaded: behind in that period

2–1DFUV wins

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

DFUV vs VUG

YTD

DimensionalDFUV

+24.4%

VUGVanguard

+6.3%

+24.4%Year to date+6.3%

−6.0%Worst drop · 1Y−16.1%

11.3%Volatility · 1Y18.2%

1.3%Yield0.4%

$15.6BAssets$233B

4–0DFUV wins

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

Cost, Income and Risk

Fees: DFUV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFUV0.21%$21

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

Yields: DFUV, VUG

1.28%highest, DFUV

FundTrailing yieldYield$10k

DFUV1.28%$128

VUG0.40%$40

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

Income After Fees on $10,000

$107most kept, DFUV

DFUV$128 − $21 = $107

VUG$40 − $3 = $37

KeptFee

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

Overlap: DFUV, VUG

Today

8.1%most shared, DFUV and VUG

DFUVVUG

DFUV—8.1%

VUG8.1%—

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

DFUVWorst drop−6.0%11.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

DFUVVUG

+24.4%Year to date+6.3%

1.3%Yield0.4%

+30.3%Past year+3.4%

0.21%Fee0.03%

3–1DFUV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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

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