Loading…
Getting the latest data.
−0.1%
Cheapest · 20 of 72Lowest fee
Your desk · 0 saved viewsOpen
Save view, at the bottom, keeps this one here $73.4B
SCHX and DFVX · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.1%−0.1%−0.2%+16.0%+17.5%+72.1%—+72.9%
Peer average−0.3%−1.7%−2.0%+13.1%+13.9%+76.3%+67.0%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
Dimensional DFVX and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesOther
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 13, 2026
+11.3%
+11.3%
$54.1B
Avantis U.S. Large Cap Value
+25.7%
+25.7%
$23.5B
U.S. Large-Cap Value
+19.3%
+19.3%
$15.8B
Goldman Sachs ActiveBeta U.S. Large Cap Equity
+10.0%
+10.0%
$15.0B
Fidelity Enhanced Large Cap Core
+12.4%
+12.4%
$8.7B
BNY Mellon US Large Cap Core Equity
+12.1%
+12.1%
$7.0B
Fidelity Enhanced Large Cap Growth
−1.2%
−1.2%
$5.4B
Fidelity Enhanced Large Cap Value
+27.7%
+27.7%
$3.7B
Goldman Sachs Equal Weight U.S. Large Cap Equity
+16.1%
+16.1%
$2.2B
Franklin U.S. Large Cap Multifactor
+10.5%
+10.5%
$2.1B
Dimensional Trust - Dimensional US Large Cap Core Equity Market
new
new
$1.8B
SEI QiM U.S. Large Cap Value Active
+21.0%
+21.0%
$1.6B
Avantis U.S. Large Cap Equity
+15.0%
+15.0%
$1.6B
SEI QiM U.S. Large Cap Momentum Active
+8.9%
+8.9%
$1.5B
US Large Cap · current AUM · as of Nov 13, 2026
−0.4%
+11.3%
+11.3%
$54.1B
Avantis U.S. Large Cap Value ETF
+0.1%
+25.7%
+29.7%
$23.5B
Schwab U.S. Large-Cap Value ETF
+0.1%
+19.3%
+20.9%
$15.8B
Dimensional US Large Cap Vector ETF
+0.1%
+16.0%
+17.5%
$576M
#7 of 25 this year · #27 cheapest of 28 · sorted by assets
DFVX and its peer group · total return · as of Nov 13, 2026
2.44%
5JPMJpmorgan Chase &2.37% 7JNJJohnson & Johnson2.20% 8MUMicron Technology2.10% Dimensional DFVX · weight in the fund · as of Nov 13, 2026
Dimensional DFVX · 348 holdings · top 22 shown · tile size = share of the fund · as of Nov 13, 2026
SCHX and DFVX · year-to-date · as of Nov 13, 2026 · AUM not scored
DFVXAvsBPeer average
1D+0.1%−0.3%
1M−0.1%−1.7%
3M−0.2%−2.0%
YTD+16.0%+13.1%
1Y+17.5%+13.9%
3Y+72.1%+76.3%
5Y[…]+67.0%
5–1DFVX wins
27 US large cap peers · each row scaled to its leader
GOOG2.0%
MU2.1%
TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesOther