Compare · 2 funds side by side · dividends reinvested

VTV and DFUV

VTVVanguard×DFUVDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,352VTV · best of the two

02 / 04

VTV and DFUV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.28%+24.4%+30.3%+23.2%[…]−6.0%11.3%$15.6B1.4

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: VTV 2004 · DFUV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$18,352

VTV

DFUV

Dimensional - US Marketwide Value ETF · $15.6B[…]

$10,000 five years ago, dividends reinvested · they hold 56.1% in common

VTVMeasureDFUV

+22.8%Year to dateJan 1 → Nov 4+24.4%

+27.5%1 yearTotal return+30.3%

+22.9%3 years · per year$10,000 became $18,551 · $18,705+23.2%

+12.9%5 years · per year$10,000 became $18,352 · […][…]

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

1.80%Trailing 12-mo yield$180 · $128 a year on $10k1.28%

−6.4%Worst dropSmaller is better−6.0%

10.2%VolatilityLower is calmer11.3%

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

3–4DFUV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VTV vs DFUV: Top 5 Holdings

Today

VTV

15.8%in top 5

DFUV

in top 517.8%

VTVStockDFUV

4.6%MUnot top 5

not top 5AMZN4.5%

3.3%JPM4.2%

2.6%XOM3.9%

2.9%BRK-B3.0%

2.4%JNJ2.3%

Held in common56.1%

End-of-day Nov 4, 2026 · share of each fund

VTV vs DFUV Returns, Every Period

VanguardVTV

+27.5%

past year

DFUVDimensional

+30.3%

past year

VTVDFUVFaded: behind in that period

0–3DFUV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VTV vs DFUV

YTD

VanguardVTV

+22.8%

DFUVDimensional

+24.4%

+22.8%Year to date+24.4%

−6.4%Worst drop · 1Y−6.0%

10.2%Volatility · 1Y11.3%

1.8%Yield1.3%

$184BAssets$15.6B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VTV, DFUV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFUV0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VTV, DFUV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

DFUV1.28%$128

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFUV$128 − $21 = $107

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VTV, DFUV

Today

56.1%most shared, VTV and DFUV

VTVDFUV

VTV—56.1%

DFUV56.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.3%DFUV, at 11.3% volatility

VTVWorst drop−6.4%10.2% vol

DFUVWorst drop−6.0%11.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFUV

+22.8%Year to date+24.4%

1.8%Yield1.3%

+27.5%Past year+30.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026