EQTY vs DFAC

AEQTY

BDFAC

Measures won0–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,892VTV · DFAC $16,748

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

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

Held in common15.9%EQTY and DFAC

Kovitz Core Equity ETF · $1.4BDimensional - US Core Equity 2 ETF · $87.4B

+18.9%3 years · per year$16,816 · $17,728+21.0%

[…]5 years · per year[…] · $16,748+10.9%

0.99%Expense ratio$99 · $21 on $10k · lower wins0.21%

0.02%12-mo yield$2 · $87 on $10k0.87%

Cards for this view

EQTY

Kovitz Core Equity

[…]

DFAC

Dimensional - US Core Equity 2

$16,748

MeasureEQTYDFAC

Fee0.99%0.21%

Cost on $10k a year$99$21

Yield0.02%0.87%

5 years, per year[…]+10.9%

3 years, per year+18.9%+21.0%

Worst drop · 1Y−11.9%−8.5%

Volatility · 1Y13.5%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$87.4B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$87.4B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+0.9%	+12.5%	+17.2%	+18.9%	new	−11.9%	$1.4B

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