DFSI vs VIG

ADFSI

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · IEMG $13,676

Lowest cost0.04%VIG · $4 on $10k

Most income2.44%IEMG · $244 on $10k

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

Held in common0.1%DFSI and VIG

Dimensional International Sustainability Core 1 ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+19.3%3 years · per year$16,997 · $16,696+18.6%

[…]5 years · per year[…] · $16,583+10.6%

0.24%Expense ratio$24 · $4 on $10k · lower wins0.04%

2.26%12-mo yield$226 · $146 on $10k

Cards for this view

DFSI

Dimensional International Sustainability Core 1

[…]

VIG

Vanguard Dividend Appreciation

$16,583

MeasureDFSIVIG

Fee0.24%0.04%

Cost on $10k a year$24$4

Yield2.26%1.46%

5 years, per year[…]+10.6%

3 years, per year+19.3%+18.6%

Worst drop · 1Y−12.3%−7.9%

Volatility · 1Y16.2%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.44%	−0.7%	+10.6%	+12.4%	+18.7%	+6.5%	−17.8%	$144.9B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.26%	−0.7%	+8.9%	+14.3%	+19.3%	new	−12.3%	$1.2B

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.44%	−0.7%	+10.6%	+12.4%	+18.7%	+6.5%	−17.8%	$144.9B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.26%	−0.7%	+8.9%	+14.3%	+19.3%	new	−12.3%	$1.2B

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