Compare · 2 funds side by side · dividends reinvested

VFVA and DFAT

VFVAVanguard×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,423VFVA · best of the two

02 / 04

VFVA and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard U.S. Value Factor ETFUS Stock Styles · Value0.13%1.77%+23.2%+30.8%+22.6%+11.7%−8.6%14.1%$897M1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−9.6%14.3%$31.7B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VFVA 2018 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard U.S. Value Factor ETF · $897M$17,423

VFVA

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,134

$10,000 five years ago, dividends reinvested · they hold 32.1% in common

VFVAMeasureDFAT

+23.2%Year to dateJan 1 → Nov 3+19.1%

+30.8%1 yearTotal return+25.0%

+22.6%3 years · per year$10,000 became $18,431 · $17,168+19.7%

+11.7%5 years · per year$10,000 became $17,423 · $16,134+10.0%

0.13%Expense ratio$13 · $31 a year on $10k · lower is better0.31%

1.77%Trailing 12-mo yield$177 · $133 a year on $10k1.33%

−8.6%Worst dropSmaller is better−9.6%

14.1%VolatilityLower is calmer14.3%

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

8–0VFVA wins

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

More Ways to See the Pairs

VFVA vs DFAT: Top 5 Holdings

Today

VFVA

4.0%in top 5

DFAT

in top 53.7%

VFVAStockDFAT

0.9%BMYnot top 5

not top 5OVV0.8%

0.8%PFEnot top 5

0.8%EOGnot top 5

0.8%Tnot top 5

0.7%VZnot top 5

not top 5BALL0.7%

not top 5APA0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common32.1%

End-of-day Nov 3, 2026 · share of each fund

VFVA vs DFAT Returns, Every Period

VanguardVFVA

+11.7%

5 years, per year

DFATDimensional

+10.0%

5 years, per year

VFVADFATFaded: behind in that period

4–0VFVA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VFVA vs DFAT

YTD

VanguardVFVA

+23.2%

DFATDimensional

+19.1%

+23.2%Year to date+19.1%

−8.6%Worst drop · 1Y−9.6%

14.1%Volatility · 1Y14.3%

1.8%Yield1.3%

$897MAssets$31.7B

4–0VFVA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VFVA, DFAT

Today

0.13%lowest, VFVA

FundExpense ratioFee$10k

VFVA0.13%$13

DFAT0.31%$31

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VFVA, DFAT

1.77%highest, VFVA

FundTrailing yieldYield$10k

VFVA1.77%$177

DFAT1.33%$133

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$164most kept, VFVA

VFVA$177 − $13 = $164

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VFVA, DFAT

Today

32.1%most shared, VFVA and DFAT

VFVADFAT

VFVA—32.1%

DFAT32.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.8%VFVA, at 14.1% volatility

VFVAWorst drop−8.6%14.1% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VFVADFAT

+23.2%Year to date+19.1%

1.8%Yield1.3%

+30.8%Past year+25.0%

0.13%Fee0.31%

4–0VFVA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026