Compare · 3 funds side by side · dividends reinvested

AVUV, DFAS and VUG

AVUVAvantis×DFASDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,621AVUV · best of the three

02 / 04

AVUV, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Value ETFUS Stock Styles · Small cap0.25%1.22%+23.4%+29.1%+21.0%+11.8%−8.2%14.8%$32.3B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: AVUV 2019 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Value ETF · $32.3B$16,621

AVUV

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

AVUVMeasureDFAS

+23.4%Year to dateJan 1 → Nov 5+17.0%

+29.1%1 yearTotal return+20.4%

+21.0%3 years · per year$10,000 became $17,707 · $16,976+19.3%

+11.8%5 years · per year$10,000 became $17,429 · $14,758+8.1%

0.25%Expense ratio$25 · $30 a year on $10k · lower is better0.30%

1.22%Trailing 12-mo yield$122 · $100 a year on $10k1.00%

−8.2%Worst dropSmaller is better−9.4%

14.8%VolatilityLower is calmer15.3%

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

8–0AVUV wins

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

More Ways to See the Pairs

AVUV vs DFAS: Top 5 Holdings

Today

AVUV

4.4%in top 5

DFAS

in top 51.4%

AVUVStockDFAS

1.0%GATXnot top 5

0.9%LYFTnot top 5

0.9%MATXnot top 5

0.8%Mnot top 5

0.8%CROXnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common26.7%

End-of-day Nov 5, 2026 · share of each fund

AVUV vs DFAS Returns, Every Period

AvantisAVUV

+11.8%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

AVUVDFASFaded: behind in that period

4–0AVUV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AVUV vs DFAS

YTD

AvantisAVUV

+23.4%

DFASDimensional

+17.0%

+23.4%Year to date+17.0%

−8.2%Worst drop · 1Y−9.4%

14.8%Volatility · 1Y15.3%

1.2%Yield1.0%

$32.3BAssets$35.2B

4–0AVUV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVUV, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

AVUV0.25%$25

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVUV, DFAS, VUG

1.22%highest, AVUV

FundTrailing yieldYield$10k

AVUV1.22%$122

DFAS1.00%$100

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, AVUV

AVUV$122 − $25 = $97

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVUV, DFAS, VUG

Today

26.7%most shared, AVUV and DFAS

AVUVDFASVUG

AVUV—26.7%0.0%

DFAS26.7%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.1%AVUV, at 14.8% volatility

AVUVWorst drop−8.2%14.8% vol

DFASWorst drop−9.4%15.3% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AVUVDFAS

+23.4%Year to date+17.0%

1.2%Yield1.0%

+29.1%Past year+20.4%

0.25%Fee0.30%

4–0AVUV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026