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ADFSV

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · IWF $15,505

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%DFSV and VTV

U.S. Small Cap Value Portfolio ETF Class Shares · $27.5BVanguard Morningstar Value ETF · $184B

+18.4%3 years · per year$16,578 · $17,877+21.4%

[…]5 years · per year[…] · $17,830+12.3%

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

1.39%12-mo yield$139 · $181 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

VTV

Vanguard Morningstar Value

$17,830

MeasureDFSVVTV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.39%1.81%

5 years, per year[…]+12.3%

3 years, per year+18.4%+21.4%

Worst drop · 1Y−9.4%−6.4%

Volatility · 1Y15.2%

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1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	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

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1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	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