Compare · 4 funds side by side · dividends reinvested

STAX, DFAC, VOO and VTV

STAXNomura×DFACDimensional×VOOVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

STAX, DFAC, VOO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.6

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.6%+2.1%[…][…]−2.7%1.8%$11M2.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: STAX 2023 · DFAC 2005 · VOO 2010 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

STAX

Nomura Tax-Free USA Short Term ETF · $11M[…]

$10,000 five years ago, dividends reinvested

DFACMeasureSTAX

+14.1%Year to dateJan 1 → Nov 9+1.6%

+17.7%1 yearTotal return+2.1%

+21.2%3 years · per year$10,000 became $17,787 · […][…]

+11.0%5 years · per year$10,000 became $16,820 · […][…]

0.21%Expense ratio$21 · $29 a year on $10k · lower is better0.29%

0.88%Trailing 12-mo yield$88 · $320 a year on $10k3.20%

−8.5%Worst dropSmaller is better−2.7%

13.1%VolatilityLower is calmer1.8%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs STAX: Top 5 Holdings

Today

DFAC

20.4%in top 5

STAX

in top 5[…]

DFACStockSTAX

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DFAC vs STAX Returns, Every Period

DimensionalDFAC

+17.7%

past year

STAXNomura

+2.1%

past year

DFACSTAXFaded: behind in that period

2–0DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs STAX

YTD

DimensionalDFAC

+14.1%

STAXNomura

+1.6%

+14.1%Year to date+1.6%

−8.5%Worst drop · 1Y−2.7%

13.1%Volatility · 1Y1.8%

0.9%Yield3.2%

$85.6BAssets$11.3M

3–1STAX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STAX, DFAC, VOO, VTV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTV0.03%$3

DFAC0.21%$21

STAX0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: STAX, DFAC, VOO, VTV

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VTV1.83%$183

VOO1.07%$107

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VTV$183 − $3 = $180

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: STAX, DFAC, VOO, VTV

Today

67.4%most shared, DFAC and VOO

STAXDFACVOOVTV

STAX—[…][…][…]

DFAC[…]—67.4%37.8%

VOO[…]67.4%—41.1%

VTV[…]37.8%41.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

STAXWorst drop−2.7%1.8% vol

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVTV

+1.6%Year to date+20.9%

3.2%Yield1.8%

+2.1%Past year+25.4%

0.29%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026