VTV vs DFAC

AVTV

BDFAC

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAC $16,526

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common37.7%VTV and DFAC

VTV

DFAC

Vanguard Morningstar Value ETF · $184BDimensional - US Core Equity 2 ETF · $89.2B

+21.3%3 years · per year$17,832 · $17,812+21.2%

+12.0%5 years · per year$17,626 · $16,526+10.6%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.86%12-mo yield$186 · $90 on $10k0.90%

−6.4%Worst dropSmaller wins−8.5%

10.7%VolatilityLower wins12.9%

6–0VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTV · DFAC

3.3%JPM1.2%

4.6%MU1.0%

2.4%JNJ0.9%

2.6%XOM0.9%

Held in common37.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTV vs DFAC

VTV

Vanguard Morningstar Value

$17,626

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureVTVDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.86%0.90%

5 years, per year+12.0%+10.6%

3 years, per year+21.3%+21.2%

Worst drop · 1Y−6.4%−8.5%

Volatility · 1Y10.7%12.9%

6–0measures won
VTV first

37.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, WCBR, VTV

Today

37.7%most shared, DFAC and VTV

DFACWCBRVTV

DFAC—0.6%37.7%

WCBR0.6%—0.2%

VTV37.7%0.2%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

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