Compare · 4 funds side by side · dividends reinvested

VUG, SVAL, DFAC and IJH

VUGVanguard×SVALiShares×DFACDimensional×IJHiShares×

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

02 / 04

VUG, SVAL, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$87.7B2.0

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%$161M2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

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: VUG 2004 · SVAL 2020 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

SVAL

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

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

VUGMeasureSVAL

+4.2%Year to dateJan 1 → Nov 9+25.3%

+4.7%1 yearTotal return+32.5%

+22.9%3 years · per year$10,000 became $18,569 · $17,153+19.7%

+10.6%5 years · per year$10,000 became $16,565 · $14,772+8.1%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

0.41%Trailing 12-mo yield$41 · $220 a year on $10k2.20%

−15.1%Worst dropSmaller is better−9.0%

19.1%VolatilityLower is calmer15.5%

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

3–5SVAL wins

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

More Ways to See the Pairs

VUG vs SVAL: Top 5 Holdings

Today

VUG

45.2%in top 5

SVAL

in top 54.1%

VUGStockSVAL

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5OCFC0.8%

not top 5PGNY0.8%

Held in common0.0%

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

VUG vs SVAL Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

SVALiShares

+8.1%

5 years, per year

VUGSVALFaded: behind in that period

2–2Level

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

VUG vs SVAL

YTD

VanguardVUG

+4.2%

SVALiShares

+25.3%

+4.2%Year to date+25.3%

−15.1%Worst drop · 1Y−9.0%

19.1%Volatility · 1Y15.5%

0.4%Yield2.2%

$233BAssets$161M

4–0SVAL wins

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

Cost, Income and Risk

Fees: VUG, SVAL, DFAC, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

SVAL0.20%$20

DFAC0.21%$21

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

Yields: VUG, SVAL, DFAC, IJH

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IJH1.21%$121

DFAC0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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

Overlap: VUG, SVAL, DFAC, IJH

Today

35.8%most shared, VUG and DFAC

VUGSVALDFACIJH

VUG—0.0%35.8%0.0%

SVAL0.0%—1.8%2.1%

DFAC35.8%1.8%—11.4%

IJH0.0%2.1%11.4%—

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

Return vs Bumpiness: 4 ETFs

+32.5%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.1% vol

SVALWorst drop−9.0%15.5% vol

IJHWorst drop−8.8%15.8% vol

VUGWorst drop−15.1%19.1% 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 Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

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