Compare · 3 funds side by side · dividends reinvested

DFAS, CALF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

DFAS, CALF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.08%+34.5%+38.6%+15.9%+8.7%−7.9%16.0%$3.8B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · CALF 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Pacer US Small Cap Cash Cows ETF · $3.8B$15,160

CALF

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 11.7% in common

CALFMeasureDFAS

+34.5%Year to dateJan 1 → Nov 4+17.0%

+38.6%1 yearTotal return+20.4%

+15.9%3 years · per year$10,000 became $15,586 · $16,976+19.3%

+8.7%5 years · per year$10,000 became $15,160 · $14,758+8.1%

0.59%Expense ratio$59 · $30 a year on $10k · lower is better0.30%

1.08%Trailing 12-mo yield$108 · $100 a year on $10k1.00%

−7.9%Worst dropSmaller is better−9.4%

16.0%VolatilityLower is calmer15.3%

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

5–3CALF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CALF vs DFAS: Top 5 Holdings

Today

CALF

10.3%in top 5

DFAS

in top 51.4%

CALFStockDFAS

2.2%SUNBnot top 5

2.1%CTSHnot top 5

2.0%OMCnot top 5

2.0%EXPEnot top 5

2.0%DINOnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common11.7%

End-of-day Nov 4, 2026 · share of each fund

CALF vs DFAS Returns, Every Period

PacerCALF

+8.7%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

CALFDFASFaded: behind in that period

3–1CALF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CALF vs DFAS

YTD

PacerCALF

+34.5%

DFASDimensional

+17.0%

+34.5%Year to date+17.0%

−7.9%Worst drop · 1Y−9.4%

16.0%Volatility · 1Y15.3%

1.1%Yield1.0%

$3.8BAssets$35.2B

3–1CALF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, CALF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

CALF0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAS, CALF, VUG

1.08%highest, CALF

FundTrailing yieldYield$10k

CALF1.08%$108

DFAS1.00%$100

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

CALF$108 − $59 = $49

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, CALF, VUG

Today

11.7%most shared, DFAS and CALF

DFASCALFVUG

DFAS—11.7%0.0%

CALF11.7%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.6%CALF, at 16.0% volatility

DFASWorst drop−9.4%15.3% vol

CALFWorst drop−7.9%16.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CALFDFAS

+34.5%Year to date+17.0%

1.1%Yield1.0%

+38.6%Past year+20.4%

0.59%Fee0.30%

3–1CALF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026