DFAT vs VUG5YDFATDFATAvsBVUGVUGDimensional - US Targeted Value ETF · $31.8BVanguard Morningstar Growth ETF · $233BReturns · dividends in+17.5%3 years · per year$16,236 · $18,215+22.1%+9.3%5 years · per year$15,633 · $16,326+10.3%Cost and income0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%1.33%
Overlap: DFAT, VUG, IJRToday32.3%most shared, DFAT and IJRDFATVUGIJRDFAT—0.0%32.3%VUG0.0%—0.0%IJR32.3%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
DFAT vs VUG5YADFATDimensional - US Targeted Value$15,633vsVUGBVanguard Morningstar Growth$16,326$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−1.0%+18.5%+22.9%+17.5%+9.3%−9.6%$31.8B3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%−1.2%+18.0%+19.1%+16.7%+5.3%−9.7%$107.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−1.0%+18.5%+22.9%+17.5%+9.3%−9.6%$31.8B3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%−1.2%+18.0%+19.1%+16.7%+5.3%−9.7%$107.1BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: DFAT, VUG, IJRToday32.3%most shared, DFAT and IJRDFATVUGIJRDFAT—0.0%32.3%VUG0.0%—0.0%IJR32.3%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$115most kept, IJRIJR$121 − $6 = $115DFAT$133 − $31 = $102VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee