Compare · 4 funds side by side · dividends reinvested

DFAC, SMLF, VUG and VO

DFACDimensional×SMLFiShares×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, SMLF, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.3

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B2.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · SMLF 2015 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

SMLF

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 14.9% in common

SMLFMeasureDFAC

+16.0%Year to dateJan 1 → Nov 9+14.1%

+19.5%1 yearTotal return+17.7%

+21.4%3 years · per year$10,000 became $17,876 · $17,787+21.2%

+9.8%5 years · per year$10,000 became $15,942 · $16,820+11.0%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

0.98%Trailing 12-mo yield$98 · $88 a year on $10k0.88%

−8.7%Worst dropSmaller is better−8.5%

17.5%VolatilityLower is calmer13.1%

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

5–3SMLF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLF vs DFAC: Top 5 Holdings

Today

SMLF

3.3%in top 5

DFAC

in top 520.4%

SMLFStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%RSnot top 5

0.6%TPRnot top 5

0.6%JBLnot top 5

Held in common14.9%

End-of-day Nov 9, 2026 · share of each fund

SMLF vs DFAC Returns, Every Period

iSharesSMLF

+9.8%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SMLFDFACFaded: behind in that period

3–1SMLF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SMLF vs VO

YTD

iSharesSMLF

+16.0%

VOVanguard

+13.6%

+16.0%Year to date+13.6%

−8.7%Worst drop · 1Y−8.2%

17.5%Volatility · 1Y13.1%

1.0%Yield1.4%

$4.2BAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SMLF, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SMLF0.15%$15

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, SMLF, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SMLF0.98%$98

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SMLF$98 − $15 = $83

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SMLF, VUG, VO

Today

35.8%most shared, DFAC and VUG

DFACSMLFVUGVO

DFAC—14.9%35.8%19.6%

SMLF14.9%—0.3%1.0%

VUG35.8%0.3%—10.2%

VO19.6%1.0%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.5%SMLF, at 17.5% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

SMLFWorst drop−8.7%17.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSMLF

+13.6%Year to date+16.0%

1.4%Yield1.0%

+15.6%Past year+19.5%

0.03%Fee0.15%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026