DFUS vs VTV

ADFUS

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFUS $17,837

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common39.7%DFUS and VTV

DFUS

VTV

Dimensional U.S. Equity ETF · $21.4BVanguard Morningstar Value ETF · $184B

+24.2%3 years · per year$19,145 · $18,551+22.9%

+12.3%5 years · per year$17,837 · $18,352+12.9%

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

0.86%12-mo yield$86 · $180 on $10k1.80%

−9.0%Worst dropSmaller wins−6.4%

13.2%VolatilityLower wins10.2%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUS · VTV

1.5%BRK-B2.9%

1.4%MU4.6%

1.3%JPM3.3%

1.1%XOM2.6%

Held in common39.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs VTV

DFUS

Dimensional U.S. Equity

$17,837

VTV

Vanguard Morningstar Value

$18,352

MeasureDFUSVTV

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.86%1.80%

5 years, per year+12.3%+12.9%

3 years, per year+24.2%+22.9%

Worst drop · 1Y−9.0%−6.4%

Volatility · 1Y13.2%10.2%

5–1measures won
VTV first

39.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFUS, VTV

Today

39.7%most shared, DFUS and VTV

DFUSVTV

DFUS—39.7%

VTV39.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFUS$86 − $9 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee