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Save view, at the bottom, keeps this one here SCHX and DFVX · year-to-date · as of Nov 11, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5YMAX
Total return+0.7%+0.2%−0.5%+16.2%+18.3%+72.3%—+73.3%
Peer average+1.2%−1.5%−1.9%+13.9%+15.2%+78.1%+69.2%—
S&P 500 · VOO+1.3%−2.4%−2.1%+12.3%+12.8%+81.3%+75.3%+822.8%
Dimensional DFVX and Vanguard VOO · total return, dividends in · as of Nov 11, 2026
TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesOther
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
+12.1%
+12.1%
$54.1B
Avantis U.S. Large Cap Value
+26.2%
+26.2%
$22.9B
U.S. Large-Cap Value
+19.9%
+19.9%
$15.7B
Goldman Sachs ActiveBeta U.S. Large Cap Equity
+10.8%
+10.8%
$14.9B
Fidelity Enhanced Large Cap Core
+13.1%
+13.1%
$8.7B
BNY Mellon US Large Cap Core Equity
+12.9%
+12.9%
$7.0B
Fidelity Enhanced Large Cap Growth
+0.1%
+0.1%
$5.4B
Fidelity Enhanced Large Cap Value
+27.7%
+27.7%
$3.7B
Goldman Sachs Equal Weight U.S. Large Cap Equity
+17.2%
+17.2%
$2.2B
Franklin U.S. Large Cap Multifactor
+11.6%
+11.6%
$2.1B
Dimensional Trust - Dimensional US Large Cap Core Equity Market
new
new
$1.8B
SEI QiM U.S. Large Cap Value Active
+21.9%
+21.9%
$1.6B
Avantis U.S. Large Cap Equity
+15.8%
+15.8%
$1.6B
SEI QiM U.S. Large Cap Momentum Active
+10.7%
+10.7%
$1.5B
US Large Cap · current AUM · as of Nov 11, 2026
+1.3%
+12.1%
+12.4%
$54.1B
Avantis U.S. Large Cap Value ETF
+1.0%
+26.2%
+31.0%
$22.9B
Schwab U.S. Large-Cap Value ETF
+0.9%
+19.9%
+22.7%
$15.7B
Dimensional US Large Cap Vector ETF
+0.7%
+16.2%
+18.3%
$556M
#6 of 25 this year · #27 cheapest of 28 · sorted by assets
DFVX and its peer group · total return · as of Nov 11, 2026
2.44%
6JNJJohnson & Johnson2.26% 9MUMicron Technology1.94% Dimensional DFVX · weight in the fund · as of Nov 11, 2026
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
+0.1 pts
SCHX and DFVX · year-to-date · as of Nov 11, 2026 · AUM not scored
DFVXAvsBPeer average
1D+0.7%+1.2%
1M+0.2%−1.5%
3M−0.5%−1.9%
YTD+16.2%+13.9%
1Y+18.3%+15.2%
3Y+72.3%+78.1%
5Y[…]+69.2%
4–2DFVX wins
27 US large cap peers · each row scaled to its leader
MU1.9%
GOOG2.0%
TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesOther