DFUV vs VONV

ADFUV

BVONV

Measures won1–4VONV wins · of 6 · 5Y

$10,000 · 5Y$17,280VONV

Lowest cost0.06%VONV · $6 on $10k

Most income1.53%VONV · $153 on $10k

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

Held in common56.3%DFUV and VONV

DFUV

VONV

Dimensional - US Marketwide Value ETF · $15.6BVanguard Russell 1000 Value ETF · $21.7B

+23.1%3 years · per year$18,656 · $19,054+24.0%

[…]5 years · per year[…] · $17,280+11.6%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

1.30%12-mo yield$130 · $153 on $10k1.53%

−6.0%Worst dropSmaller wins−6.8%

11.3%VolatilityLower wins11.0%

1–4VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · VONV

4.4%AMZN6.1%

3.0%BRK-B2.5%

4.2%JPM2.4%

3.9%XOM1.8%

Held in common56.3%

End-of-day Nov 3, 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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−0.3%	+24.4%	+28.5%	+24.0%	+11.6%	−6.8%	$21.7B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.30%	−0.3%	+22.8%	+28.4%	+23.1%	new	−6.0%	$15.6B

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

Both

5Y2 funds

#			Trend
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−0.3%	+24.4%	+28.5%	+24.0%	+11.6%	−6.8%	$21.7B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.30%	−0.3%	+22.8%	+28.4%	+23.1%	new	−6.0%	$15.6B

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

Cards for this view

DFUV vs VONV

DFUV

Dimensional - US Marketwide Value

[…]

VONV

Vanguard Russell 1000 Value

$17,280

MeasureDFUVVONV

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield1.30%1.53%

5 years, per year[…]+11.6%

3 years, per year+23.1%+24.0%

Worst drop · 1Y−6.0%−6.8%

Volatility · 1Y11.3%11.0%

4–1measures won
VONV first

56.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFUV, VONV

Today

56.3%most shared, DFUV and VONV

DFUVVONV

DFUV—56.3%

VONV56.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$147most kept, VONV

VONV$153 − $6 = $147

DFUV$130 − $21 = $109

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee