DFEM vs VIG

ADFEM

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG · VT $15,953

Lowest cost0.04%VIG · $4 on $10k

Most income2.11%DFEM · $211 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%DFEM and VIG

Dimensional - Emerging Markets Core Equity 2 ETF · $9.0BVanguard Dividend Appreciation ETF · $109B

+18.8%3 years · per year$16,747 · $16,811+18.9%

[…]5 years · per year[…] · $16,653+10.7%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

2.11%12-mo yield$211 · $145 on $10k

Cards for this view

DFEM

Dimensional - Emerging Markets Core Equity 2

[…]

VIG

Vanguard Dividend Appreciation

$16,653

MeasureDFEMVIG

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield2.11%1.45%

5 years, per year[…]+10.7%

3 years, per year+18.8%+18.9%

Worst drop · 1Y−17.0%−7.9%

Volatility · 1Y24.4%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
3	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.11%	+2.4%	+13.2%	+13.2%	+18.8%	new	−17.0%	$9.0B

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
3	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.11%	+2.4%	+13.2%	+13.2%	+18.8%	new	−17.0%	$9.0B

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