DFUS vs VOO

ADFUS

BVOO

Measures won0–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common86.8%DFUS and VOO

DFUS

VOO

Dimensional U.S. Equity ETF · $20.9BVanguard S&P 500 ETF · $1.00T

+21.8%3 years · per year$18,067 · $18,079+21.8%

+11.1%5 years · per year$16,904 · $17,177+11.4%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.90%12-mo yield$90 · $110 on $10k1.10%

−9.0%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.5%

0–5VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFUS · VOO

7.1%AAPL7.4%

6.0%NVDA8.4%

5.7%MSFT5.8%

3.8%AMZN3.7%

Held in common86.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs VOO

DFUS

Dimensional U.S. Equity

$16,904

VOO

Vanguard S&P 500

$17,177

MeasureDFUSVOO

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.90%1.10%

5 years, per year+11.1%+11.4%

3 years, per year+21.8%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.9%13.5%

5–0measures won
VOO first

86.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: DFUS, VOO, VUG, IVV

Today

92.2%most shared, VOO and IVV

DFUSVOOVUGIVV

DFUS—86.8%50.5%90.5%

VOO86.8%—58.2%92.2%

VUG50.5%58.2%—54.8%

IVV90.5%92.2%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

DFUS$90 − $9 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee