Compare · 3 funds side by side · dividends reinvested

SVAL, VO and DFAC

SVALiShares×VOVanguard×DFACDimensional×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

SVAL, VO and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$161M1.9

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%$87.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SVAL 2020 · VO 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $161M$14,772

SVAL

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

SVALMeasureVO

+25.3%Year to dateJan 1 → Nov 9+13.6%

+32.5%1 yearTotal return+15.6%

+19.7%3 years · per year$10,000 became $17,153 · $16,763+18.8%

+8.1%5 years · per year$10,000 became $14,772 · $13,867+6.8%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.20%Trailing 12-mo yield$220 · $135 a year on $10k1.35%

−9.0%Worst dropSmaller is better−8.2%

15.5%VolatilityLower is calmer13.1%

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

5–3SVAL wins

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

More Ways to See the Pairs

SVAL vs VO: Top 5 Holdings

Today

SVAL

4.1%in top 5

in top 55.3%

SVALStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%OCFCnot top 5

0.8%PGNYnot top 5

Held in common0.0%

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

SVAL vs VO Returns, Every Period

iSharesSVAL

+8.1%

5 years, per year

VOVanguard

+6.8%

5 years, per year

SVALVOFaded: behind in that period

4–0SVAL wins

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

SVAL vs VO

YTD

iSharesSVAL

+25.3%

VOVanguard

+13.6%

+25.3%Year to date+13.6%

−9.0%Worst drop · 1Y−8.2%

15.5%Volatility · 1Y13.1%

2.2%Yield1.4%

$161MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: SVAL, VO, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SVAL0.20%$20

DFAC0.21%$21

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

Yields: SVAL, VO, DFAC

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

DFAC0.88%$88

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

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

DFAC$88 − $21 = $67

KeptFee

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

Overlap: SVAL, VO, DFAC

Today

19.6%most shared, VO and DFAC

SVALVODFAC

SVAL—0.0%1.8%

VO0.0%—19.6%

DFAC1.8%19.6%—

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

Return vs Bumpiness: 3 ETFs

+32.5%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% vol

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

Paid More vs Made More

YTD

SVALDFAC

+25.3%Year to date+14.1%

2.2%Yield0.9%

+32.5%Past year+17.7%

0.20%Fee0.21%

4–0SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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