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ATOPT

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · VOO $17,393

Lowest cost0.03%VOO · $3 on $10k

Most income1.82%VTV · $182 on $10k

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

Held in common32.5%TOPT and DFAC

iShares Top 20 U.S. Stocks ETF · $712MDimensional - US Core Equity 2 ETF · $88.3B

[…]3 years · per year[…] · $17,581+20.7%

[…]5 years · per year[…] · $16,580+10.6%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

0.37%12-mo yield$37 · $88 on $10k0.88%

Cards for this view

TOPT

iShares Top 20 U.S. Stocks

[…]

DFAC

Dimensional - US Core Equity 2

$16,580

MeasureTOPTDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.37%0.88%

5 years, per year[…]+10.6%

3 years, per year[…]+20.7%

Worst drop · 1Y−12.5%−8.5%

Volatility · 1Y16.4%13.1%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
4	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	−0.1%	+8.5%	+7.7%	new	new	−12.5%	$712M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
4	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk	0.20%	0.37%	−0.1%	+8.5%	+7.7%	new	new	−12.5%	$712M