VOO vs DFAT

AVOO

BDFAT

Measures won5–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · DFAT $15,924

Lowest cost0.03%VOO · $3 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.7%VOO and DFAT

VOO

DFAT

Vanguard S&P 500 ETF · $1.00TDimensional - US Targeted Value ETF · $30.8B

+21.8%3 years · per year$18,079 · $16,470+18.1%

+11.4%5 years · per year$17,177 · $15,924+9.8%

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.10%12-mo yield$110 · $135 on $10k1.35%

−8.9%Worst dropSmaller wins−9.6%

13.5%VolatilityLower wins14.6%

5–1VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · DFAT

0.0%VTRS0.0%

0.0%GPC0.2%

0.0%RVTY0.4%

0.0%IEX0.1%

Held in common0.7%

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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

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

VOO vs DFAT

VOO

Vanguard S&P 500

$17,177

DFAT

Dimensional - US Targeted Value

$15,924

MeasureVOODFAT

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.10%1.35%

5 years, per year+11.4%+9.8%

3 years, per year+21.8%+18.1%

Worst drop · 1Y−8.9%−9.6%

Volatility · 1Y13.5%14.6%

5–1measures won
VOO first

0.7%

holdings shared

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

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

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

Overlap: VOO, DFAT

Today

0.7%most shared, VOO and DFAT

VOODFAT

VOO—0.7%

DFAT0.7%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAT$135 − $31 = $104

KeptFee

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