Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%XLK+1.5%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%IWD−0.4%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

OVL, DFAC and VUG

OVLOverlay Shares×DFACDimensional×VUGVanguard×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $7,485 · 2022OVL$17,030DFAC$16,525VUG$16,124Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,030OVL · best of the three
02 / 04

OVL, DFAC and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.6
Overlay Shares Large Cap Equity ETFUS Stock Styles · Large cap0.79%9.80%+9.1%+10.7%+23.8%+11.2%−8.7%16.1%$529M1.8
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: OVL 2019 · DFAC 2005 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
Overlay Shares Large Cap Equity ETF · $529M$17,030
OVL
DFAC
Dimensional - US Core Equity 2 ETF · $85.7B$16,525

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

OVLMeasureDFAC
+9.1%Year to dateJan 1 → Nov 6+11.4%
+10.7%1 yearTotal return+13.8%
+23.8%3 years · per year$10,000 became $18,960 · $17,722+21.0%
+11.2%5 years · per year$10,000 became $17,030 · $16,525+10.6%
0.79%Expense ratio$79 · $21 a year on $10k · lower is better0.21%
9.80%Trailing 12-mo yield$980 · $90 a year on $10k0.90%
−8.7%Worst dropSmaller is better−8.5%
16.1%VolatilityLower is calmer12.9%
OVLDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5DFAC wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

OVL vs DFAC: Top 5 Holdings

Today
OVL
100.0%in top 5
DFAC
in top 520.4%
OVLStockDFAC
100.0%VOOnot top 5
not top 5AAPL5.9%
not top 5MSFT5.0%
not top 5NVDA4.8%
not top 5AMZN2.7%
not top 5META1.9%
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

OVL vs DFAC Returns, Every Period

5Y
Overlay SharesOVL
+11.2%
5 years, per year
DFACDimensional
+10.6%
5 years, per year
0%+10%+20%+30%+9.1%+11.4%YTD+10.7%+13.8%1 year+23.8%+21.0%3 yrs · yr+11.2%+10.6%5 yrs · yr
OVLDFACFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

OVL vs DFAC

YTD
Overlay SharesOVL
+9.1%
DFACDimensional
+11.4%
Jan 1Nov 6+9.1%+11.4%
+9.1%Year to date+11.4%
−8.7%Worst drop · 1Y−8.5%
16.1%Volatility · 1Y12.9%
9.8%Yield0.9%
$529MAssets$85.7B
3–1DFAC wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: OVL, DFAC, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
DFAC0.21%$21
OVL0.79%$79
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: OVL, DFAC, VUG

1Y
9.80%highest, OVL
FundTrailing yieldYield$10k
OVL9.80%$980
DFAC0.90%$90
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$901most kept, OVL
OVL$980 − $79 = $901
DFAC$90 − $21 = $69
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: OVL, DFAC, VUG

Today
35.7%most shared, DFAC and VUG
OVLDFACVUG
OVL—0.0%0.0%
DFAC0.0%—35.7%
VUG0.0%35.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+13.8%DFAC, at 12.9% volatility
0%+5%+10%+15%+20%5%10%15%20%25%Volatility · 1 year → bumpierDFAC +13.8%OVL +10.7%VUG +0.2%
DFACWorst drop−8.5%12.9% vol
OVLWorst drop−8.7%16.1% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
OVLDFAC
Jan 1Nov 6+9.1%+11.4%
+9.1%Year to date+11.4%
9.8%Yield0.9%
+10.7%Past year+13.8%
0.79%Fee0.21%
3–1DFAC wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
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