Compare · 4 funds side by side · dividends reinvested

VUG, SVAL, DFAC and VTV

VUGVanguard×SVALiShares×DFACDimensional×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the four · RiskSmallest drop

VUG, SVAL, DFAC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.5

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M2.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: VUG 2004 · SVAL 2020 · DFAC 2005 · VTV 2004

Head to Head

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Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

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DFAC vs SVAL: Top 5 Holdings

Today

DFAC

19.9%in top 5

SVAL

in top 54.1%

DFACStockSVAL

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: VUG, SVAL, DFAC, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,577

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

DFACMeasureSVAL

+14.9%Year to dateJan 1 → Nov 11+25.9%

+16.5%1 yearTotal return+30.9%

+21.0%3 years · per year$10,000 became $17,728 · $16,990+19.3%

+10.9%5 years · per year$10,000 became $16,748 · $14,577+7.8%

0.21%Expense ratio$21 · $20 a year on $10k · lower is better0.20%

0.87%Trailing 12-mo yield$87 · $219 a year on $10k2.19%

−8.5%Worst dropSmaller is better−9.0%

13.0%VolatilityLower is calmer15.5%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5PGNY0.8%

not top 5LFST0.8%

Held in common1.8%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs SVAL Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

SVALiShares

+7.8%

5 years, per year

DFACSVALFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs SVAL

YTD

DimensionalDFAC

+14.9%

SVALiShares

+25.9%

+14.9%Year to date+25.9%

−8.5%Worst drop · 1Y−9.0%

13.0%Volatility · 1Y15.5%

0.9%Yield2.2%

$87.4BAssets$161M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: VUG, SVAL, DFAC, VTV

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VTV1.81%$181

DFAC0.87%$87

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VTV$181 − $3 = $178

DFAC$87 − $21 = $66

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VUG, SVAL, DFAC, VTV

Today

37.9%most shared, DFAC and VTV

VUGSVALDFACVTV

VUG—0.0%35.6%1.9%

SVAL0.0%—1.8%0.0%

DFAC35.6%1.8%—37.9%

VTV1.9%0.0%37.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

SVALWorst drop−9.0%15.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTV

+25.9%Year to date+22.3%

2.2%Yield1.8%

+30.9%Past year+25.5%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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VUG, SVAL, DFAC and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four