Compare · 3 funds side by side · dividends reinvested

EVUS, DFAT and VUG

EVUSiShares×DFATDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

EVUS, DFAT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Value ETFUS Stock Styles · Value0.18%1.42%+16.7%+20.9%+19.6%[…]−7.7%11.2%$402M1.6

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$32.1B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−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 5, 2026 · returns include dividends · since: EVUS 2023 · DFAT 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Value ETF · $402M[…]

EVUS

DFAT

Dimensional - US Targeted Value ETF · $32.1B$15,974

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

EVUSMeasureDFAT

+16.7%Year to dateJan 1 → Nov 5+17.0%

+20.9%1 yearTotal return+23.5%

+19.6%3 years · per year$10,000 became $17,108 · $16,661+18.5%

[…]5 years · per year$10,000 became […] · $15,974+9.8%

0.18%Expense ratio$18 · $31 a year on $10k · lower is better0.31%

1.42%Trailing 12-mo yield$142 · $135 a year on $10k1.35%

−7.7%Worst dropSmaller is better−9.6%

11.2%VolatilityLower is calmer14.7%

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

5–2EVUS wins

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

More Ways to See the Pairs

EVUS vs DFAT: Top 5 Holdings

Today

EVUS

22.0%in top 5

DFAT

in top 53.5%

EVUSStockDFAT

11.3%MSFTnot top 5

3.8%METAnot top 5

2.6%JPMnot top 5

2.6%MUnot top 5

1.7%XOMnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5CNH0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common0.5%

End-of-day Nov 5, 2026 · share of each fund

EVUS vs DFAT Returns, Every Period

iSharesEVUS

+20.9%

past year

DFATDimensional

+23.5%

past year

EVUSDFATFaded: behind in that period

1–2DFAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

EVUS vs DFAT

YTD

iSharesEVUS

+16.7%

DFATDimensional

+17.0%

+16.7%Year to date+17.0%

−7.7%Worst drop · 1Y−9.6%

11.2%Volatility · 1Y14.7%

1.4%Yield1.3%

$402MAssets$32.1B

3–1EVUS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVUS, DFAT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

EVUS0.18%$18

DFAT0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EVUS, DFAT, VUG

1.42%highest, EVUS

FundTrailing yieldYield$10k

EVUS1.42%$142

DFAT1.35%$135

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, EVUS

EVUS$142 − $18 = $124

DFAT$135 − $31 = $104

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EVUS, DFAT, VUG

Today

17.9%most shared, EVUS and VUG

EVUSDFATVUG

EVUS—0.5%17.9%

DFAT0.5%—0.0%

VUG17.9%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.5%DFAT, at 14.7% volatility

EVUSWorst drop−7.7%11.2% vol

DFATWorst drop−9.6%14.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EVUSDFAT

+16.7%Year to date+17.0%

1.4%Yield1.3%

+20.9%Past year+23.5%

0.18%Fee0.31%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026