DFSV vs VO5YDFSVDFSVAvsBVOVOU.S. Small Cap Value Portfolio ETF Class Shares · $27.5BVanguard Morningstar Mid-Cap ETF · $107BReturns · dividends in+18.4%3 years · per year$16,578 · $16,641+18.5%[…]5 years · per year[…] · $13,748+6.6%Cost and income0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%1.39%12-mo yield$139 · $135 on $10k
Overlap: DFSV, VO, VTVToday28.5%most shared, VO and VTVDFSVVOVTVDFSV—0.0%0.0%VO0.0%—28.5%VTV0.0%28.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DFSV vs VO5YADFSVU.S. Small Cap Value Portfolio ETF Class Shares[…]vsVOBVanguard Morningstar Mid-Cap$13,748MeasureDFSVVOFee0.31%0.03%Cost on $10k a year$31$3Yield1.39%1.35%5 years, per year[…]+6.6%3 years, per year+18.4%+18.5%Worst drop · 1Y−9.4%−8.2%Volatility · 1Y15.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$107.4B3ADFSVU.S. Small Cap Value Portfolio ETF Class SharesReadDesk0.31%1.39%0.0%+20.1%+24.7%+18.4%new−9.4%$27.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$107.4B3ADFSVU.S. Small Cap Value Portfolio ETF Class SharesReadDesk0.31%1.39%0.0%+20.1%+24.7%+18.4%new−9.4%$27.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$196BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: DFSV, VO, VTVToday28.5%most shared, VO and VTVDFSVVOVTVDFSV—0.0%0.0%VO0.0%—28.5%VTV0.0%28.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178VO$135 − $3 = $132DFSV$139 − $31 = $108KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee