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ADFSV

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG · SCHD $16,418

Lowest cost0.03%VUG · $3 on $10k

Most income2.92%SCHD · $292 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.3%DFSV and VIG

U.S. Small Cap Value Portfolio ETF Class Shares · $27.5BVanguard Dividend Appreciation ETF · $109B

+18.4%3 years · per year$16,578 · $16,797+18.9%

[…]5 years · per year[…] · $16,513+10.6%

0.31%Expense ratio$31 · $4 on $10k · lower wins0.04%

1.39%12-mo yield$139 · $145 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

VIG

Vanguard Dividend Appreciation

$16,513

MeasureDFSVVIG

Fee0.31%0.04%

Cost on $10k a year$31$4

Yield1.39%1.45%

5 years, per year[…]+10.6%

3 years, per year+18.4%+18.9%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y15.2%11.0%

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
4	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
4	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B