Compare · 4 funds side by side · dividends reinvested

DFAS, AFSM, VO and VUG

DFASDimensional×AFSMFirst Trust×VOVanguard×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

DFAS, AFSM, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.0

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.5%+21.4%+19.4%+7.5%−9.6%18.1%$136M2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · AFSM 2019 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,661

DFAS

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DFAS vs AFSM: Top 5 Holdings

Today

DFAS

1.4%in top 5

AFSM

in top 54.5%

DFASStockAFSM

not top 5ETON0.9%

not top 5PARR0.9%

not top 5KNSA0.9%

not top 5NHC0.9%

not top 5ANF0.9%

Cost, Income and Risk

Fees: DFAS, AFSM, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

DFAS0.30%$30

AFSM0.75%$75

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

AFSM

First Trust Active Factor Small Cap ETF · $136M$14,330

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

DFASMeasureAFSM

+15.2%Year to dateJan 1 → Nov 12+19.5%

+17.7%1 yearTotal return+21.4%

+16.9%3 years · per year$10,000 became $15,968 · $17,022+19.4%

+6.4%5 years · per year$10,000 became $13,661 · $14,330+7.5%

0.30%Expense ratio$30 · $75 a year on $10k · lower is better0.75%

1.01%Trailing 12-mo yield$101 · $52 a year on $10k0.52%

−9.4%Worst dropSmaller is better−9.6%

16.0%VolatilityLower is calmer18.1%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common16.6%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs AFSM Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

AFSMFirst Trust

+7.5%

5 years, per year

DFASAFSMFaded: behind in that period

0–4AFSM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs VO

YTD

DimensionalDFAS

+15.2%

VOVanguard

+14.0%

+15.2%Year to date+14.0%

−9.4%Worst drop · 1Y−8.2%

16.0%Volatility · 1Y13.2%

1.0%Yield1.3%

$33.5BAssets$103B

3–1VO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFAS, AFSM, VO, VUG

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.01%$101

AFSM0.52%$52

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

AFSM$52 − $75 = −$23

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, AFSM, VO, VUG

Today

16.6%most shared, DFAS and AFSM

DFASAFSMVOVUG

DFAS—16.6%0.1%0.0%

AFSM16.6%—0.8%0.4%

VO0.1%0.8%—10.2%

VUG0.0%0.4%10.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.4%AFSM, at 18.1% volatility

VOWorst drop−8.2%13.2% vol

DFASWorst drop−9.4%16.0% vol

AFSMWorst drop−9.6%18.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VOAFSM

+14.0%Year to date+19.5%

1.3%Yield0.5%

+13.7%Past year+21.4%

0.03%Fee0.75%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DFAS, AFSM, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four