DVAL vs VT

ADVAL

BVT

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · VT $15,576

Lowest cost0.03%VOO · $3 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and VT

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MVanguard Total World Stock ETF · $81.8B

+15.6%3 years · per year$15,457 · $17,695+21.0%

[…]5 years · per year[…] · $15,576+9.3%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

5.15%12-mo yield$515 · $159 on $10k1.59%

−6.2%Worst dropSmaller wins−9.7%

10.4%VolatilityLower wins14.7%

3–2DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVAL · VT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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

Cards for this view

DVAL vs VT

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

Vanguard Total World Stock

$15,576

MeasureDVALVT

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield5.15%1.59%

5 years, per year[…]+9.3%

3 years, per year+15.6%+21.0%

Worst drop · 1Y−6.2%−9.7%

Volatility · 1Y10.4%14.7%

3–2measures won
DVAL first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: DVAL, VT, VOO

Today

55.3%most shared, VT and VOO

DVALVTVOO

DVAL—[…][…]

VT[…]—55.3%

VOO[…]55.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

VT$159 − $6 = $153

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee