Compare · 3 funds side by side · dividends reinvested

BBSC, DFAS and VUG

BBSCJ.P. Morgan×DFASDimensional×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeBBSC · 1.06% · $106 a year on $10k

Story of the three · RiskSmallest drop

BBSC, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.09%1.06%+16.4%+16.9%+19.8%+5.5%−10.6%18.4%$733M1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B1.9

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: BBSC 2020 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,661

DFAS

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $733M$13,047

$10,000 five years ago, dividends reinvested · they hold 43.4% in common

DFAS

More Ways to See the Pairs

DFAS vs BBSC: Top 5 Holdings

Today

DFAS

1.4%in top 5

BBSC

in top 52.2%

DFASStockBBSC

not top 5SMTC0.5%

not top 5AHR0.5%

not top 5FROG0.5%

not top 5BTSG0.4%

0.3%MOG-A

Cost, Income and Risk

Fees: BBSC, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

BBSC0.09%$9

DFAS0.30%$30

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

Yields: BBSC, DFAS, 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$61.0B

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%

Measure

BBSC

+15.2%Year to dateJan 1 → Nov 12+16.4%

+17.7%1 yearTotal return+16.9%

+16.9%3 years · per year$10,000 became $15,968 · $17,199+19.8%

+6.4%5 years · per year$10,000 became $13,661 · $13,047+5.5%

0.30%Expense ratio$30 · $9 a year on $10k · lower is better0.09%

1.01%Trailing 12-mo yield$101 · $106 a year on $10k1.06%

−9.4%Worst dropSmaller is better−10.6%

16.0%VolatilityLower is calmer18.4%

DFASBBSC 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

0.4%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common43.4%

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

DFAS vs BBSC Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

BBSCJ.P. Morgan

+5.5%

5 years, per year

DFASBBSCFaded: behind in that period

2–2Level

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

DFAS vs BBSC

YTD

DimensionalDFAS

+15.2%

BBSCJ.P. Morgan

+16.4%

+15.2%Year to date+16.4%

−9.4%Worst drop · 1Y−10.6%

16.0%Volatility · 1Y18.4%

1.0%Yield1.1%

$33.9BAssets$733M

2–2level

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

1Y

1.06%highest, BBSC

FundTrailing yieldYield$10k

BBSC1.06%$106

DFAS1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$97most kept, BBSC

BBSC$106 − $9 = $97

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

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

Overlap: BBSC, DFAS, VUG

Today

43.4%most shared, BBSC and DFAS

BBSCDFASVUG

BBSC—43.4%0.0%

DFAS43.4%—0.0%

VUG0.0%0.0%—

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

BBSCWorst drop−10.6%18.4% 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

BBSCDFAS

+16.4%Year to date+15.2%

1.1%Yield1.0%

+16.9%Past year+17.7%

0.09%Fee0.30%

3–1BBSC wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

BBSC, DFAS and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three