Compare · 3 funds side by side · dividends reinvested

WDTE, DFAC and VUG

WDTEDefiance×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

WDTE, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.6

S&P 500 Weekly Distribution ETFUS Stock Styles · Large cap1.03%35.40%+8.1%+9.3%+13.4%[…]−7.6%12.4%$70M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−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 5, 2026 · returns include dividends · since: WDTE 2023 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

S&P 500 Weekly Distribution ETF · $70M[…]

WDTE

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested

WDTEMeasureDFAC

+8.1%Year to dateJan 1 → Nov 5+11.2%

+9.3%1 yearTotal return+14.3%

+13.4%3 years · per year$10,000 became $14,579 · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

1.03%Expense ratio$103 · $21 a year on $10k · lower is better0.21%

35.40%Trailing 12-mo yield$3,540 · $90 a year on $10k0.90%

−7.6%Worst dropSmaller is better−8.5%

12.4%VolatilityLower is calmer12.9%

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

3–4DFAC wins

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

More Ways to See the Pairs

WDTE vs DFAC: Top 5 Holdings

Today

WDTE

[…]in top 5

DFAC

in top 520.5%

WDTEStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

WDTE vs DFAC Returns, Every Period

DefianceWDTE

+9.3%

past year

DFACDimensional

+14.3%

past year

WDTEDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WDTE vs DFAC

YTD

DefianceWDTE

+8.1%

DFACDimensional

+11.2%

+8.1%Year to date+11.2%

−7.6%Worst drop · 1Y−8.5%

12.4%Volatility · 1Y12.9%

35.4%Yield0.9%

$70.5MAssets$85.7B

3–1WDTE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDTE, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

WDTE1.03%$103

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WDTE, DFAC, VUG

35.40%highest, WDTE

FundTrailing yieldYield$10k

WDTE35.40%$3,540

DFAC0.90%$90

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$3,437most kept, WDTE

WDTE$3,540 − $103 = $3,437

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WDTE, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

WDTEDFACVUG

WDTE—[…][…]

DFAC[…]—36.2%

VUG[…]36.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

WDTEWorst drop−7.6%12.4% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WDTEDFAC

+8.1%Year to date+11.2%

35.4%Yield0.9%

+9.3%Past year+14.3%

1.03%Fee0.21%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026