DFSV vs VO

ADFSV

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$15,927IWF · VO $13,944

Lowest cost0.03%VO · $3 on $10k

Most income1.38%DFSV · $138 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%DFSV and VO

U.S. Small Cap Value Portfolio ETF Class Shares · $27.8BVanguard Morningstar Mid-Cap ETF · $103B

+18.0%3 years · per year$16,420 · $16,782+18.8%

[…]5 years · per year[…] · $13,944+6.9%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

1.38%12-mo yield$138 · $133 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

Vanguard Morningstar Mid-Cap

$13,944

MeasureDFSVVO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.38%1.33%

5 years, per year[…]+6.9%

3 years, per year+18.0%+18.8%

Worst drop · 1Y−9.4%−8.2%

Volatility · 1Y15.2%

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	+0.5%	+21.2%	+26.8%	+18.0%	new	−9.4%	$27.8B

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	+0.5%	+21.2%	+26.8%	+18.0%	new	−9.4%	$27.8B

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