DFAT vs VOO

ADFAT

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · VUG $16,052

Lowest cost0.03%VOO · $3 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.7%DFAT and VOO

DFAT

VOO

Dimensional - US Targeted Value ETF · $32.1BVanguard S&P 500 ETF · $1.00T

+18.5%3 years · per year$16,661 · $18,224+22.1%

+9.8%5 years · per year$15,974 · $17,156+11.4%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

1.35%12-mo yield$135 · $110 on $10k1.10%

−9.6%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · VOO

0.1%VTRS0.0%

0.2%GPC0.0%

0.5%RVTY0.0%

0.1%IEX0.0%

Held in common0.7%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B

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

DFAT vs VOO

DFAT

Dimensional - US Targeted Value

$15,974

VOO

Vanguard S&P 500

$17,156

MeasureDFATVOO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.35%1.10%

5 years, per year+9.8%+11.4%

3 years, per year+18.5%+22.1%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.7%13.5%

5–1measures won
VOO first

0.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

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$62.5B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: DFAT, VOO, VUG

Today

58.2%most shared, VOO and VUG

DFATVOOVUG

DFAT—0.7%0.0%

VOO0.7%—58.2%

VUG0.0%58.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAT$135 − $31 = $104

VUG$43 − $3 = $40

KeptFee

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