Compare · 3 funds side by side · dividends reinvested

DFAS, ABLS and VO

DFASDimensional×ABLSAbacus×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DFAS, ABLS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B1.8

Abacus FCF Small Cap Leaders ETFUS Stock Styles · Small cap0.59%12.76%+12.5%+11.0%[…][…]−14.9%18.4%$459K2.5

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: DFAS 1992 · ABLS 2025 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$13,927

DFAS

ABLS

Abacus FCF Small Cap Leaders ETF · $459K[…]

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

DFASMeasureABLS

+12.7%Year to dateJan 1 → Nov 6+12.5%

+15.9%1 yearTotal return+11.0%

+17.3%3 years · per year$10,000 became $16,130 · […][…]

+6.8%5 years · per year$10,000 became $13,927 · […][…]

0.30%Expense ratio$30 · $59 a year on $10k · lower is better0.59%

1.03%Trailing 12-mo yield$103 · $1,276 a year on $10k12.76%

−9.4%Worst dropSmaller is better−14.9%

15.7%VolatilityLower is calmer18.4%

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

5–1DFAS wins

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

More Ways to See the Pairs

DFAS vs ABLS: Top 5 Holdings

Today

DFAS

1.3%in top 5

ABLS

in top 525.4%

DFASStockABLS

not top 5OSCR5.6%

not top 5AGX5.6%

not top 5QLYS5.0%

not top 5APAM4.7%

not top 5APPN4.6%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common2.8%

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

DFAS vs ABLS Returns, Every Period

DimensionalDFAS

+15.9%

past year

ABLSAbacus

+11.0%

past year

DFASABLSFaded: behind in that period

2–0DFAS wins

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

DFAS vs ABLS

YTD

DimensionalDFAS

+12.7%

ABLSAbacus

+12.5%

+12.7%Year to date+12.5%

−9.4%Worst drop · 1Y−14.9%

15.7%Volatility · 1Y18.4%

1.0%Yield12.8%

$33.7BAssets$459K

3–1DFAS wins

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

Cost, Income and Risk

Fees: DFAS, ABLS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAS0.30%$30

ABLS0.59%$59

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

Yields: DFAS, ABLS, VO

12.76%highest, ABLS

FundTrailing yieldYield$10k

ABLS12.76%$1,276

VO1.39%$139

DFAS1.03%$103

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

Income After Fees on $10,000

$1,217most kept, ABLS

ABLS$1,276 − $59 = $1,217

VO$139 − $3 = $136

DFAS$103 − $30 = $73

KeptFee

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

Overlap: DFAS, ABLS, VO

Today

2.8%most shared, DFAS and ABLS

DFASABLSVO

DFAS—2.8%0.1%

ABLS2.8%—0.0%

VO0.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

ABLSWorst drop−14.9%18.4% vol

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

Paid More vs Made More

YTD

ABLSDFAS

+12.5%Year to date+12.7%

12.8%Yield1.0%

+11.0%Past year+15.9%

0.59%Fee0.30%

3–1DFAS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026