DFVX vs VIG

ADFVX

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VIG $16,243

Lowest cost0.03%IVV · $3 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.2%DFVX · worst fall in 1Y

Held in common47.1%DFVX and VIG

DFVX

VIG

Dimensional US Large Cap Vector ETF · $539MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

1.14%12-mo yield$114 · $150 on $10k1.50%

−7.2%Worst dropSmaller wins−7.9%

11.6%VolatilityLower wins10.8%

1–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFVX · VIG

6.6%MSFT4.9%

2.5%JPM3.9%

2.3%XOM3.0%

2.2%JNJ2.8%

Held in common47.1%

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 Three

5Y3 funds

#
1	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
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.14%	−0.1%	+12.7%	+15.3%	new	new	−7.2%	$539M

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

All Three

5Y3 funds

#
1	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
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.14%	−0.1%	+12.7%	+15.3%	new	new	−7.2%	$539M

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

DFVX vs VIG

DFVX

Dimensional US Large Cap Vector

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureDFVXVIG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield1.14%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−7.2%−7.9%

Volatility · 1Y11.6%10.8%

3–1measures won
VIG first

47.1%

holdings shared

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

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: DFVX, VIG, IVV

Today

54.9%most shared, DFVX and IVV

DFVXVIGIVV

DFVX—47.1%54.9%

VIG47.1%—42.8%

IVV54.9%42.8%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IVV$114 − $3 = $111

DFVX$114 − $19 = $95

KeptFee

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