DFSV vs VOO

ADFSV

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · VTI $16,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.39%DFSV · $139 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.3%DFSV and VOO

U.S. Small Cap Value Portfolio ETF Class Shares · $27.8BVanguard S&P 500 ETF · $1.00T

+18.0%3 years · per year$16,420 · $18,015+21.7%

[…]5 years · per year[…] · $17,393+11.7%

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

1.39%12-mo yield$139 · $107 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

VOO

Vanguard S&P 500

$17,393

MeasureDFSVVOO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.39%1.07%

5 years, per year[…]+11.7%

3 years, per year+18.0%+21.7%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.2%

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	−0.9%	+20.1%	+24.9%	+18.0%	new	−9.4%	$27.8B

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	−0.9%	+20.1%	+24.9%	+18.0%	new	−9.4%	$27.8B

Loading…