Compare · 3 funds side by side · dividends reinvested

DFAC, SMMD and VUG

DFACDimensional×SMMDiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, SMMD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.6

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: DFAC 2005 · SMMD 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

SMMD

iShares Russell 2500 ETF · $4.1B$13,594

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureSMMD

+1.4%Year to dateJan 1 → Nov 6+14.5%

+0.2%1 yearTotal return+16.9%

+22.6%3 years · per year$10,000 became $18,415 · $17,204+19.8%

+10.0%5 years · per year$10,000 became $16,124 · $13,594+6.3%

0.03%Expense ratio$3 · $23 a year on $10k · lower is better0.23%

0.42%Trailing 12-mo yield$42 · $117 a year on $10k1.17%

−15.1%Worst dropSmaller is better−9.7%

19.0%VolatilityLower is calmer17.0%

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

3–5SMMD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs SMMD: Top 5 Holdings

Today

VUG

45.2%in top 5

SMMD

in top 51.6%

VUGStockSMMD

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5USFD0.3%

not top 5THC0.3%

not top 5ATI0.3%

not top 5RGLD0.3%

not top 5VTRS0.3%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VUG vs SMMD Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

SMMDiShares

+6.3%

5 years, per year

VUGSMMDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs SMMD

YTD

VanguardVUG

+1.4%

SMMDiShares

+14.5%

+1.4%Year to date+14.5%

−15.1%Worst drop · 1Y−9.7%

19.0%Volatility · 1Y17.0%

0.4%Yield1.2%

$233BAssets$4.1B

4–0SMMD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SMMD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

SMMD0.23%$23

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, SMMD, VUG

1.17%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.17%$117

DFAC0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SMMD

SMMD$117 − $23 = $94

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, SMMD, VUG

Today

35.7%most shared, DFAC and VUG

DFACSMMDVUG

DFAC—22.2%35.7%

SMMD22.2%—0.0%

VUG35.7%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%SMMD, at 17.0% volatility

DFACWorst drop−8.5%12.9% vol

SMMDWorst drop−9.7%17.0% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMMDDFAC

+14.5%Year to date+11.4%

1.2%Yield0.9%

+16.9%Past year+13.8%

0.23%Fee0.21%

3–1SMMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026