DFSV vs VUG

ADFSV

BVUG

Measures won3–2DFSV wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.82%VTV · $182 on $10k

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

Held in common0.0%DFSV and VUG

U.S. Small Cap Value Portfolio ETF Class Shares · $27.5BVanguard Morningstar Growth ETF · $233B

+18.0%3 years · per year$16,420 · $18,215+22.1%

[…]5 years · per year[…] · $16,326+10.3%

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

1.39%12-mo yield$139 · $41 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

VUG

Vanguard Morningstar Growth

$16,326

MeasureDFSVVUG

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.39%0.41%

5 years, per year[…]+10.3%

3 years, per year+18.0%+22.1%

Worst drop · 1Y−9.4%−15.1%

Volatility · 1Y15.2%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
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%	$27.5B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
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%	$27.5B

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