Compare · 4 funds side by side · dividends reinvested

DFAC, STAX, VO and VUG

DFACDimensional×STAXNomura×VOVanguard×VUGVanguard×

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

02 / 04

DFAC, STAX, VO 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%$85.7B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.1%[…][…]−2.7%1.8%$11M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: DFAC 2005 · STAX 2023 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

STAX

Nomura Tax-Free USA Short Term ETF · $11M[…]

$10,000 five years ago, dividends reinvested

DFACMeasureSTAX

+11.4%Year to dateJan 1 → Nov 6+1.5%

+13.8%1 yearTotal return+2.1%

+21.0%3 years · per year$10,000 became $17,722 · […][…]

+10.6%5 years · per year$10,000 became $16,525 · […][…]

0.21%Expense ratio$21 · $29 a year on $10k · lower is better0.29%

0.90%Trailing 12-mo yield$90 · $320 a year on $10k3.20%

−8.5%Worst dropSmaller is better−2.7%

12.9%VolatilityLower is calmer1.8%

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

3–3Level

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

More Ways to See the Pairs

DFAC vs STAX: Top 5 Holdings

Today

DFAC

20.4%in top 5

STAX

in top 5[…]

DFACStockSTAX

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

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

DFAC vs STAX Returns, Every Period

DimensionalDFAC

+13.8%

past year

STAXNomura

+2.1%

past year

DFACSTAXFaded: behind in that period

2–0DFAC wins

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

DFAC vs STAX

YTD

DimensionalDFAC

+11.4%

STAXNomura

+1.5%

+11.4%Year to date+1.5%

−8.5%Worst drop · 1Y−2.7%

12.9%Volatility · 1Y1.8%

0.9%Yield3.2%

$85.7BAssets$11.3M

3–1STAX wins

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

Cost, Income and Risk

Fees: DFAC, STAX, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

DFAC0.21%$21

STAX0.29%$29

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

Yields: DFAC, STAX, VO, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

VO1.39%$139

DFAC0.90%$90

VUG0.42%$42

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

VO$139 − $3 = $136

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFAC, STAX, VO, VUG

Today

35.7%most shared, DFAC and VUG

DFACSTAXVOVUG

DFAC—[…]19.7%35.7%

STAX[…]—[…][…]

VO19.7%[…]—10.2%

VUG35.7%[…]10.2%—

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

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

STAXWorst drop−2.7%1.8% vol

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% 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

STAXDFAC

+1.5%Year to date+11.4%

3.2%Yield0.9%

+2.1%Past year+13.8%

0.29%Fee0.21%

3–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026