VONV vs DFUV

AVONV

BDFUV

Measures won4–1VONV wins · of 6 · 5Y

$10,000 · 5Y$17,306VONV

Lowest cost0.06%VONV · $6 on $10k

Most income1.54%VONV · $154 on $10k

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

Held in common56.7%VONV and DFUV

VONV

DFUV

Vanguard Russell 1000 Value ETF · $21.7BDimensional - US Marketwide Value ETF · $15.3B

+22.8%3 years · per year$18,525 · $17,821+21.2%

+11.6%5 years · per year$17,306 · […][…]

0.06%Expense ratio$6 · $21 on $10k · lower wins0.21%

1.54%12-mo yield$154 · $132 on $10k1.32%

−6.8%Worst dropSmaller wins−6.0%

11.6%VolatilityLower wins11.7%

4–1VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVONV · DFUV

6.1%AMZN4.9%

2.5%BRK-B3.2%

2.4%JPM4.3%

1.8%XOM3.9%

Held in common56.7%

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

Both

5Y2 funds

#			Trend
1	AVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−0.2%	+20.3%	+25.9%	+21.2%	new	−6.0%	$15.3B

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

Both

5Y2 funds

#			Trend
1	AVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−0.2%	+20.3%	+25.9%	+21.2%	new	−6.0%	$15.3B

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

VONV vs DFUV

VONV

Vanguard Russell 1000 Value

$17,306

DFUV

Dimensional - US Marketwide Value

[…]

MeasureVONVDFUV

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield1.54%1.32%

5 years, per year+11.6%[…]

3 years, per year+22.8%+21.2%

Worst drop · 1Y−6.8%−6.0%

Volatility · 1Y11.6%11.7%

4–1measures won
VONV first

56.7%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VONV, DFUV

Today

56.7%most shared, VONV and DFUV

VONVDFUV

VONV—56.7%

DFUV56.7%—

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

Income After Fees on $10,000

$148most kept, VONV

VONV$154 − $6 = $148

DFUV$132 − $21 = $111

KeptFee

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