Compare · 4 funds side by side · dividends reinvested

DFAS, AFSM, VUG and VO

DFASDimensional×AFSMFirst Trust×VUGVanguard×VOVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,151VUG · 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, VUG and VO, 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%+18.5%+6.6%−8.2%13.2%$103B2.0

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.3%+20.9%+19.7%+7.1%−9.6%18.1%$136M2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−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 13, 2026 · returns include dividends · since: DFAS 1992 · AFSM 2019 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Small Cap ETF · $136M$14,124

AFSM

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AFSM vs DFAS: Top 5 Holdings

Today

AFSM

4.5%in top 5

DFAS

in top 51.4%

AFSMStockDFAS

0.9%ETONnot top 5

0.9%PARRnot top 5

0.9%KNSAnot top 5

0.9%NHCnot top 5

0.9%ANFnot top 5

Cost, Income and Risk

Fees: DFAS, AFSM, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAS0.30%$30

AFSM0.75%$75

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DFAS

Dimensional - US Small Cap ETF · $33.5B$13,429

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

AFSMMeasureDFAS

+19.3%Year to dateJan 1 → Nov 13+15.1%

+20.9%1 yearTotal return+17.3%

+19.7%3 years · per year$10,000 became $17,155 · $16,080+17.2%

+7.1%5 years · per year$10,000 became $14,124 · $13,429+6.1%

0.75%Expense ratio$75 · $30 a year on $10k · lower is better0.30%

0.52%Trailing 12-mo yield$52 · $101 a year on $10k1.01%

−9.6%Worst dropSmaller is better−9.4%

18.1%VolatilityLower is calmer16.0%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common16.6%

End-of-day Nov 13, 2026 · share of each fund

AFSM vs DFAS Returns, Every Period

5Y

First TrustAFSM

+7.1%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

AFSMDFASFaded: behind in that period

4–0AFSM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

AFSM vs VO

YTD

First TrustAFSM

+19.3%

VOVanguard

+14.0%

+19.3%Year to date+14.0%

−9.6%Worst drop · 1Y−8.2%

18.1%Volatility · 1Y13.2%

0.5%Yield1.3%

$136MAssets$103B

3–1VO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DFAS, AFSM, VUG, VO

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.01%$101

AFSM0.52%$52

VUG0.41%$41

End-of-day Nov 13, 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 13, 2026 · yield in dollars minus the fee

Overlap: DFAS, AFSM, VUG, VO

Today

16.6%most shared, DFAS and AFSM

DFASAFSMVUGVO

DFAS—16.6%0.0%0.1%

AFSM16.6%—0.4%0.8%

VUG0.0%0.4%—10.2%

VO0.1%0.8%10.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+20.9%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 13, 2026 · up and left is better

Paid More vs Made More

YTD

VOAFSM

+14.0%Year to date+19.3%

1.3%Yield0.5%

+13.7%Past year+20.9%

0.03%Fee0.75%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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DFAS, AFSM, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four