VONV vs DFUS

Comparison between VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES (VONV, ETF) and DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF).

5-Year PerformanceDFUS has outperformed VONV, delivering a return of +13.1% compared to +9.9%

VONV vs DFUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VONV(ETF)	DFUS(ETF)
Net Assets	$18B	$18B
Expense Ratio	0.06%	0.09%
Max Drawdown	38.21%	25.36%
Sharpe Ratio	2.04	2.03
5Y Beta	0.72	0.99
P/E Ratio	22.58	25.30
Forward P/E	17.28	19.92
5Y Dividends CAGR	9.21%	N/A
5Y EPS CAGR	13.38%	23.66%
Debt to Equity	14.41%	N/A
P/S Ratio	2.24	2.87
P/B Ratio	3.05	4.51

Net Assets

Winner

VONV

$18B

DFUS

$18B

Expense Ratio

Winner

VONV

0.06%

DFUS

0.09%

Max Drawdown

VONV

38.21%

Winner

DFUS

25.36%

Sharpe Ratio

Winner

VONV

2.04

DFUS

2.03

5Y Beta

Winner

VONV

0.72

DFUS

0.99

P/E Ratio

Winner

VONV

22.58

DFUS

25.30

Forward P/E

Winner

VONV

17.28

DFUS

19.92

5Y Dividends CAGR

VONV

9.21%

DFUS

N/A

5Y EPS CAGR

VONV

13.38%

Winner

DFUS

23.66%

Debt to Equity

VONV

14.41%

DFUS

N/A

P/S Ratio

Winner

VONV

2.24

DFUS

2.87

P/B Ratio

Winner

VONV

3.05

DFUS

4.51

VONV vs DFUS - Holdings Comparison

VONV and DFUS have 645 common holdings. Overlap is 49.93%

VONV's top 25 holdings weight is 31.65%. DFUS's top 25 holdings weight is 45.05%.

Rank	VONV	DFUS
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.89%	NVIDIA CORP (NVDA) - 6.87%
#2	JPMORGAN CHASE & CO (JPM) - 2.45%	MICROSOFT CORP (MSFT) - 6.10%
#3	EXXON MOBIL CORP (XOM) - 2.35%	APPLE INC (AAPL) - 5.35%
#4	ALPHABET INC CLASS A (GOOGL) - 1.93%	AMAZON.COM INC (AMZN) - 3.70%
#5	JOHNSON & JOHNSON (JNJ) - 1.93%	META PLATFORMS INC CLASS A (META) - 2.69%
#6	AMAZON.COM INC (AMZN) - 1.80%	BROADCOM INC (AVGO) - 2.11%
#7	WALMART INC (WMT) - 1.59%	ALPHABET INC CLASS A (GOOGL) - 1.77%
#8	ALPHABET INC CLASS C (GOOG) - 1.59%	ALPHABET INC CLASS C (GOOG) - 1.59%
#9	CHEVRON CORP (CVX) - 1.27%	TESLA INC (TSLA) - 1.58%
#10	MICRON TECHNOLOGY INC (MU) - 1.24%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50%
#11	PROCTER & GAMBLE CO (PG) - 1.11%	JPMORGAN CHASE & CO (JPM) - 1.37%
#12	CISCO SYSTEMS INC (CSCO) - 1.01%	ELI LILLY AND CO (LLY) - 1.11%
#13	MERCK & CO INC (MRK) - 0.98%	VISA INC CLASS A (V) - 1.03%
#14	CATERPILLAR INC (CAT) - 0.94%	NETFLIX INC (NFLX) - 0.92%
#15	BANK OF AMERICA CORP (BAC) - 0.92%	EXXON MOBIL CORP (XOM) - 0.84%
#16	RTX CORP (RTX) - 0.85%	MASTERCARD INC CLASS A (MA) - 0.77%
#17	PHILIP MORRIS INTERNATIONAL INC (PM) - 0.84%	COSTCO WHOLESALE CORP (COST) - 0.75%
#18	UNITEDHEALTH GROUP INC (UNH) - 0.81%	WALMART INC (WMT) - 0.72%
#19	WELLS FARGO & CO (WFC) - 0.81%	ORACLE CORP (ORCL) - 0.66%
#20	LINDE PLC (LIN) - 0.76%	JOHNSON & JOHNSON (JNJ) - 0.65%
#21	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.74%	THE HOME DEPOT INC (HD) - 0.63%
#22	THE GOLDMAN SACHS GROUP INC (GS) - 0.73%	PROCTER & GAMBLE CO (PG) - 0.62%
#23	META PLATFORMS INC CLASS A (META) - 0.73%	ABBVIE INC (ABBV) - 0.58%
#24	MCDONALD'S CORP (MCD) - 0.69%	BANK OF AMERICA CORP (BAC) - 0.58%
#25	VERIZON COMMUNICATIONS INC (VZ) - 0.69%	BLACKROCK INC (BLK) - 0.56%
Total Holdings	837	1919

VONV vs DFUS - Historical Returns

Returns include dividend reinvestment.

Period	VONV	DFUS
1 month	+5.34%	+8.88%
3 months	+4.56%	+6.26%
6 months	+15.46%	+10.58%
1 year	+28.67%	+32.37%
5 years(CAGR)	+9.86%	+13.12%
10 years(CAGR)	+11.36%	N/A
Max(CAGR)	+11.72%	+13.12%

VONV

+5.34%

Winner

DFUS

+8.88%

VONV

+4.56%

Winner

DFUS

+6.26%

Winner

VONV

+15.46%

DFUS

+10.58%

VONV

+28.67%

Winner

DFUS

+32.37%

5Y(CAGR)

VONV

+9.86%

Winner

DFUS

+13.12%

10Y(CAGR)

VONV

+11.36%

DFUS

N/A

Max(CAGR)

VONV

+11.72%

Winner

DFUS

+13.12%

VONV vs DFUS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VONV	DFUS
2026	+10.67%	+8.22%
2025	+15.97%	+17.66%
2024	+13.92%	+25.28%
2023	+11.46%	+26.93%
2022	-7.91%	-18.83%
2021	+26.80%	+11.90%
2020	+2.23%	N/A
2019	+26.23%	N/A
2018	-8.90%	N/A
2017	+12.75%	N/A
2016	+18.67%	N/A
2015	-4.06%	N/A
2014	+14.11%	N/A
2013	+29.86%	N/A
2012	+15.25%	N/A
2011	-0.69%	N/A
2010	+10.91%	N/A

VONV vs DFUS Drawdown Comparison

The maximum drawdown for VONV was -38.21%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.

The current VONV drawdown is -0.26%.

Rank	VONV	DFUS
#1	-38.21% Feb 12, 2020 - Dec 4, 2020	-24.62% Jan 3, 2022 - Dec 13, 2023
#2	-20.97% Apr 29, 2011 - Mar 13, 2012	-19.44% Feb 19, 2025 - Jun 27, 2025
#3	-18.88% Jan 12, 2022 - Dec 14, 2023	-8.96% Jan 27, 2026 - Apr 14, 2026
#4	-18.27% Jan 26, 2018 - Apr 30, 2019	-8.66% Jul 16, 2024 - Sep 19, 2024
#5	-16.12% May 21, 2015 - Jun 8, 2016	-5.53% Mar 28, 2024 - May 14, 2024
#6	-15.70% Nov 29, 2024 - Jul 3, 2025	-5.29% Oct 28, 2025 - Dec 10, 2025
#7	-10.39% Apr 2, 2012 - Aug 9, 2012	-5.07% Sep 3, 2021 - Oct 20, 2021
#8	-7.69% Sep 19, 2014 - Nov 5, 2014	-4.60% Dec 4, 2024 - Jan 23, 2025
#9	-7.23% Oct 18, 2012 - Dec 18, 2012	-4.52% Nov 16, 2021 - Dec 27, 2021
#10	-6.82% Feb 27, 2026 - Apr 14, 2026	-3.07% Jul 12, 2021 - Jul 23, 2021
#11	-6.80% Jul 26, 2019 - Sep 12, 2019	-3.06% Oct 8, 2025 - Oct 24, 2025
#12	-6.41% Apr 30, 2019 - Jun 20, 2019	-2.77% Oct 18, 2024 - Nov 6, 2024
#13	-5.99% Jan 15, 2014 - Feb 28, 2014	-2.72% Dec 11, 2025 - Dec 23, 2025
#14	-5.96% Nov 8, 2021 - Dec 27, 2021	-2.50% Jul 28, 2025 - Aug 12, 2025
#15	-5.59% Jun 8, 2016 - Jul 8, 2016	-2.40% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between VONV and DFUS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2010 - 2026)

VONV vs DFUS dividend yield comparison.

Year	VONV	DFUS
2026	0.40%	0.21%
2025	1.82%	0.88%
2024	1.97%	1.04%
2023	2.10%	1.33%
2022	2.22%	1.48%
2021	1.67%	0.85%
2020	2.25%	0.00%
2019	2.30%	0.00%
2018	2.56%	0.00%
2017	2.18%	0.00%
2016	2.39%	0.00%
2015	2.38%	0.00%
2014	2.10%	0.00%
2013	1.92%	0.00%
2012	2.26%	0.00%
2011	2.07%	0.00%
2010	0.15%	0.00%