Compare · 3 funds side by side · dividends reinvested

ULVM, DFAT and VUG

ULVMVictoryShares×DFATDimensional×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,499 · 2022ULVM$16,784VUG$16,124DFAT$15,924Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,784ULVM · best of the three
02 / 04

ULVM, DFAT and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
VictoryShares US Value Momentum ETFUS Stock Styles · Value0.24%1.82%+16.9%+19.9%+22.6%+10.9%−7.7%11.0%$271M1.4
Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+16.6%+22.1%+18.1%+9.8%−9.6%14.6%$31.1B2.3
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: ULVM 2017 · DFAT 2000 · VUG 2004
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Head to Head

5Y
VictoryShares US Value Momentum ETF · $271M$16,784
ULVM
DFAT
Dimensional - US Targeted Value ETF · $31.1B$15,924

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

ULVMMeasureDFAT
+16.9%Year to dateJan 1 → Nov 6+16.6%
+19.9%1 yearTotal return+22.1%
+22.6%3 years · per year$10,000 became $18,408 · $16,470+18.1%
+10.9%5 years · per year$10,000 became $16,784 · $15,924+9.8%
0.24%Expense ratio$24 · $31 a year on $10k · lower is better0.31%
1.82%Trailing 12-mo yield$182 · $135 a year on $10k1.35%
−7.7%Worst dropSmaller is better−9.6%
11.0%VolatilityLower is calmer14.6%
ULVMDFAT Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1ULVM wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

ULVM vs DFAT: Top 5 Holdings

Today
7.9%in top 5
in top 53.6%
ULVMStockDFAT
1.8%BRK-Bnot top 5
1.6%EDnot top 5
1.6%EVRGnot top 5
1.5%AFLnot top 5
1.5%Lnot top 5
not top 5OVV0.8%
not top 5BALL0.7%
not top 5SJM0.7%
not top 5CNH0.7%
not top 5TOL0.7%
Held in common2.4%
End-of-day Nov 6, 2026 · share of each fund
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ULVM vs DFAT Returns, Every Period

5Y
VictorySharesULVM
+10.9%
5 years, per year
DFATDimensional
+9.8%
5 years, per year
0%+10%+20%+30%+16.9%+16.6%YTD+19.9%+22.1%1 year+22.6%+18.1%3 yrs · yr+10.9%+9.8%5 yrs · yr
ULVMDFATFaded: behind in that period
3–1ULVM wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

ULVM vs DFAT

YTD
VictorySharesULVM
+16.9%
DFATDimensional
+16.6%
Jan 1Nov 6+16.9%+16.6%
+16.9%Year to date+16.6%
−7.7%Worst drop · 1Y−9.6%
11.0%Volatility · 1Y14.6%
1.8%Yield1.4%
$271MAssets$31.1B
4–0ULVM wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: ULVM, DFAT, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
ULVM0.24%$24
DFAT0.31%$31
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: ULVM, DFAT, VUG

1Y
1.82%highest, ULVM
FundTrailing yieldYield$10k
ULVM1.82%$182
DFAT1.35%$135
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$158most kept, ULVM
ULVM$182 − $24 = $158
DFAT$135 − $31 = $104
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: ULVM, DFAT, VUG

Today
2.4%most shared, ULVM and DFAT
ULVMDFATVUG
ULVM—2.4%2.2%
DFAT2.4%—0.0%
VUG2.2%0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+22.1%DFAT, at 14.6% volatility
0%+10%+20%+30%5%10%15%20%25%Volatility · 1 year → bumpierDFAT +22.1%ULVM +19.9%VUG +0.2%
ULVMWorst drop−7.7%11.0% vol
DFATWorst drop−9.6%14.6% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+16.9%+16.6%
+16.9%Year to date+16.6%
1.8%Yield1.4%
+19.9%Past year+22.1%
0.24%Fee0.31%
3–1ULVM 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