Compare · 2 funds side by side · dividends reinvested

DFAS and VB

DFASDimensional×VBVanguard×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$11,899DFAS · best of the two

02 / 04

DFAS and VB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.4%+16.2%+20.3%+6.5%−9.0%15.7%$76.9B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFAS 1992 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,320

DFAS

Vanguard Morningstar Small-Cap ETF · $76.9B$13,687

$10,000 five years ago, dividends reinvested · they hold 50.8% in common

DFASMeasureVB

+15.7%Year to dateJan 1 → Nov 3+14.4%

+19.0%1 yearTotal return+16.2%

+19.1%3 years · per year$10,000 became $16,881 · $17,404+20.3%

+7.4%5 years · per year$10,000 became $14,320 · $13,687+6.5%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $125 a year on $10k1.25%

−9.4%Worst dropSmaller is better−9.0%

15.3%VolatilityLower is calmer15.7%

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

4–4Level

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

More Ways to See the Pairs

DFAS vs VB: Top 5 Holdings

Today

DFAS

1.4%in top 5

in top 52.9%

DFASStockVB

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%RRCnot top 5

Held in common50.8%

End-of-day Nov 3, 2026 · share of each fund

DFAS vs VB Returns, Every Period

DimensionalDFAS

+7.4%

5 years, per year

VBVanguard

+6.5%

5 years, per year

DFASVBFaded: behind in that period

3–1DFAS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAS vs VB

YTD

DimensionalDFAS

+15.7%

VBVanguard

+14.4%

+15.7%Year to date+14.4%

−9.4%Worst drop · 1Y−9.0%

15.3%Volatility · 1Y15.7%

1.0%Yield1.2%

$34.7BAssets$76.9B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

DFAS0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAS, VB

1.25%highest, VB

FundTrailing yieldYield$10k

VB1.25%$125

DFAS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAS, VB

Today

50.8%most shared, DFAS and VB

DFASVB

DFAS—50.8%

VB50.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

VBWorst drop−9.0%15.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VBDFAS

+14.4%Year to date+15.7%

1.2%Yield1.0%

+16.2%Past year+19.0%

0.03%Fee0.30%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026