Compare · 3 funds side by side · dividends reinvested

DFAS, SMLF and VUG

DFASDimensional×SMLFiShares×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$11,771DFAS · best of the three

Story of the three · IncomeMost incomeDFAS · 1.01% · $101 a year on $10k

Story of the three · RiskSmallest drop

DFAS, SMLF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B1.9

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+14.9%+16.0%+20.6%+9.2%−8.7%17.5%$4.3B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · SMLF 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,661

DFAS

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,507

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

More Ways to See the Pairs

DFAS vs SMLF: Top 5 Holdings

Today

DFAS

1.4%in top 5

SMLF

in top 53.3%

DFASStockSMLF

not top 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5NVT0.6%

not top 5RS0.6%

Cost, Income and Risk

Fees: DFAS, SMLF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMLF0.15%$15

DFAS0.30%$30

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAS, SMLF, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DFAS

Measure

SMLF

+15.2%Year to dateJan 1 → Nov 12+14.9%

+17.7%1 yearTotal return+16.0%

+16.9%3 years · per year$10,000 became $15,968 · $17,531+20.6%

+6.4%5 years · per year$10,000 became $13,661 · $15,507+9.2%

0.30%Expense ratio$30 · $15 a year on $10k · lower is better0.15%

1.01%Trailing 12-mo yield$101 · $99 a year on $10k0.99%

−9.4%Worst dropSmaller is better−8.7%

16.0%VolatilityLower is calmer17.5%

DFASSMLF Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common42.7%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs SMLF Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

SMLFiShares

+9.2%

5 years, per year

DFASSMLFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs SMLF

YTD

DimensionalDFAS

+15.2%

SMLFiShares

+14.9%

+15.2%Year to date+14.9%

−9.4%Worst drop · 1Y−8.7%

16.0%Volatility · 1Y17.5%

1.0%Yield1.0%

$33.5BAssets$4.3B

2–1DFAS wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.01%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.01%$101

SMLF0.99%$99

VUG0.41%$41

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$84most kept, SMLF

SMLF$99 − $15 = $84

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMLF, VUG

Today

42.7%most shared, DFAS and SMLF

DFASSMLFVUG

DFAS—42.7%0.0%

SMLF42.7%—0.3%

VUG0.0%0.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.7%DFAS, at 16.0% volatility

DFASWorst drop−9.4%16.0% vol

SMLFWorst drop−8.7%17.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFASSMLF

+15.2%Year to date+14.9%

1.0%Yield1.0%

+17.7%Past year+16.0%

0.30%Fee0.15%

2–1DFAS wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

Loading…

DFAS, SMLF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three