VTV vs DFAC

AVTV

BDFAC

Measures won5–1VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFAC $17,417

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common37.7%VTV and DFAC

VTV

DFAC

Vanguard Morningstar Value ETF · $184BDimensional - US Core Equity 2 ETF · $89.2B

+22.9%3 years · per year$18,551 · $18,682+23.2%

+12.9%5 years · per year$18,352 · $17,417+11.7%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.80%12-mo yield$180 · $87 on $10k0.87%

−6.4%Worst dropSmaller wins−8.5%

10.2%VolatilityLower wins12.3%

5–1VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · DFAC

3.3%JPM1.1%

4.6%MU1.1%

2.6%XOM0.9%

2.4%JNJ0.9%

Held in common37.7%

End-of-day Nov 4, 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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTV vs DFAC

VTV

Vanguard Morningstar Value

$18,352

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureVTVDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.80%0.87%

5 years, per year+12.9%+11.7%

3 years, per year+22.9%+23.2%

Worst drop · 1Y−6.4%−8.5%

Volatility · 1Y10.2%12.3%

5–1measures won
VTV first

37.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VTV, DFAC

Today

37.7%most shared, VTV and DFAC

VTVDFAC

VTV—37.7%

DFAC37.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee