DFMC vs VTV

ADFMC

BVTV

Measures won0–2VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common0.0%DFMC and VTV

DFMC

VTV

U.S. Micro Cap Portfolio ETF · $7.6BVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

0.47%12-mo yield$47 · $183 on $10k1.83%

[…]Worst dropSmaller wins−6.4%

[…]VolatilityLower wins10.8%

0–2VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFMC · VTV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.47%	+2.9%	new	new	new	new	[…]	$7.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.47%	+2.9%	new	new	new	new	[…]	$7.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFMC vs VTV

DFMC

U.S. Micro Cap Portfolio

[…]

VTV

Vanguard Morningstar Value

$17,865

MeasureDFMCVTV

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield0.47%1.83%

5 years, per year[…]+12.3%

3 years, per year[…]+21.0%

Worst drop · 1Y[…]−6.4%

Volatility · 1Y[…]10.8%

2–0measures won
VTV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFMC, VTV, VUG

Today

1.9%most shared, VTV and VUG

DFMCVTVVUG

DFMC—0.0%0.0%

VTV0.0%—1.9%

VUG0.0%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VUG$41 − $3 = $38

DFMC$47 − $43 = $4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee