DFUV vs VIG

ADFUV

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.45%VIG · $145 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common32.6%DFUV and VIG

Dimensional - US Marketwide Value ETF · $15.7BVanguard Dividend Appreciation ETF · $109B

+21.4%3 years · per year$17,907 · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

1.29%12-mo yield$129 · $145 on $10k

Cards for this view

DFUV

Dimensional - US Marketwide Value

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureDFUVVIG

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield1.29%1.45%

5 years, per year[…]+10.7%

3 years, per year+21.4%+18.9%

Worst drop · 1Y−6.0%−7.9%

Volatility · 1Y11.9%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	−0.5%	+23.4%	+27.2%	+21.4%	new	−6.0%	$15.7B

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	−0.5%	+23.4%	+27.2%	+21.4%	new	−6.0%	$15.7B

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