Compare · 3 funds side by side · dividends reinvested

FBCV, DFAT and VUG

FBCVFidelity×DFATDimensional×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,790FBCV · best of the three

Story of the three · IncomeMost incomeFBCV · 2.28% · $228 a year on $10k

Story of the three · RiskSmallest drop

FBCV, DFAT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Blue Chip Value ETFUS Stock Styles · Value0.57%2.28%+24.5%+28.6%+19.6%+10.9%−7.1%11.1%$199M1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: FBCV 2020 · DFAT 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.5B$15,633

DFAT

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFAT

More Ways to See the Pairs

DFAT vs VUG: Top 5 Holdings

Today

DFAT

3.6%in top 5

VUG

in top 545.2%

DFATStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: FBCV, DFAT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

FBCV0.57%$57

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FBCV, DFAT, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

VUG

+18.5%Year to dateJan 1 → Nov 12+4.9%

+22.9%1 yearTotal return+3.5%

+17.5%3 years · per year$10,000 became $16,236 · $18,215+22.1%

+9.3%5 years · per year$10,000 became $15,633 · $16,326+10.3%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $41 a year on $10k0.41%

−9.6%Worst dropSmaller is better−15.1%

14.8%VolatilityLower is calmer19.1%

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

5–3DFAT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.8%OVVnot top 5

0.8%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DFAT vs VUG Returns, Every Period

5Y

DimensionalDFAT

+9.3%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

DFATVUGFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAT vs FBCV

YTD

DimensionalDFAT

+18.5%

FBCVFidelity

+24.5%

+18.5%Year to date+24.5%

−9.6%Worst drop · 1Y−7.1%

14.8%Volatility · 1Y11.1%

1.3%Yield2.3%

$31.5BAssets$199M

4–0FBCV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.28%highest, FBCV

FundTrailing yieldYield$10k

FBCV2.28%$228

DFAT1.33%$133

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$171most kept, FBCV

FBCV$228 − $57 = $171

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FBCV, DFAT, VUG

Today

17.7%most shared, FBCV and VUG

FBCVDFATVUG

FBCV—4.6%17.7%

DFAT4.6%—0.0%

VUG17.7%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.6%FBCV, at 11.1% volatility

FBCVWorst drop−7.1%11.1% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FBCVDFAT

+24.5%Year to date+18.5%

2.3%Yield1.3%

+28.6%Past year+22.9%

0.57%Fee0.31%

3–1FBCV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

Loading…

FBCV, DFAT and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three