Compare · 3 funds side by side · dividends reinvested

DFAC, SMLL and VO

DFACDimensional×SMLLHarbor×VOVanguard×

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

02 / 04

DFAC, SMLL 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%$85.6B1.8

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.06%+15.0%+17.7%[…][…]−12.1%17.2%$13M2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

Rank among the three1st → 3rdFee, 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 · SMLL 2024 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 19.6% in common

VOMeasureDFAC

+13.6%Year to dateJan 1 → Nov 9+14.1%

+15.6%1 yearTotal return+17.7%

+18.8%3 years · per year$10,000 became $16,763 · $17,787+21.2%

+6.8%5 years · per year$10,000 became $13,867 · $16,820+11.0%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

1.35%Trailing 12-mo yield$135 · $88 a year on $10k0.88%

−8.2%Worst dropSmaller is better−8.5%

13.1%VolatilityLower is calmer13.1%

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

3–4DFAC wins

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

More Ways to See the Pairs

VO vs DFAC: Top 5 Holdings

Today

5.3%in top 5

DFAC

in top 520.4%

VOStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common19.6%

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

VO vs DFAC Returns, Every Period

VanguardVO

+6.8%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

VODFACFaded: behind in that period

0–4DFAC wins

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

VO vs SMLL

YTD

VanguardVO

+13.6%

SMLLHarbor

+15.0%

+13.6%Year to date+15.0%

−8.2%Worst drop · 1Y−12.1%

13.1%Volatility · 1Y17.2%

1.4%Yield2.1%

$103BAssets$13.4M

2–2level

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

Cost, Income and Risk

Fees: DFAC, SMLL, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAC0.21%$21

SMLL0.80%$80

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

Yields: DFAC, SMLL, VO

2.06%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.06%$206

VO1.35%$135

DFAC0.88%$88

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SMLL$206 − $80 = $126

DFAC$88 − $21 = $67

KeptFee

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

Overlap: DFAC, SMLL, VO

Today

19.6%most shared, DFAC and VO

DFACSMLLVO

DFAC—1.0%19.6%

SMLL1.0%—0.2%

VO19.6%0.2%—

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

Return vs Bumpiness: 3 ETFs

+17.7%SMLL, at 17.2% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

SMLLWorst drop−12.1%17.2% vol

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

Paid More vs Made More

YTD

SMLLDFAC

+15.0%Year to date+14.1%

2.1%Yield0.9%

+17.7%Past year+17.7%

0.80%Fee0.21%

2–1SMLL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026