Compare · 3 funds side by side · dividends reinvested

DFAS, CSB and VUG

DFASDimensional×CSBVictoryShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

DFAS, CSB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B1.9

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.12%+15.8%+20.3%+15.8%+6.0%−9.5%13.0%$251M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: DFAS 1992 · CSB 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,932

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureDFAS

+0.5%Year to dateJan 1 → Nov 5+12.6%

−0.6%1 yearTotal return+17.3%

+22.8%3 years · per year$10,000 became $18,532 · $16,215+17.5%

+9.9%5 years · per year$10,000 became $16,052 · $13,932+6.9%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

0.43%Trailing 12-mo yield$43 · $104 a year on $10k1.04%

−15.1%Worst dropSmaller is better−9.4%

19.0%VolatilityLower is calmer15.8%

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

3–5DFAS wins

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

More Ways to See the Pairs

VUG vs DFAS: Top 5 Holdings

Today

VUG

45.2%in top 5

DFAS

in top 51.4%

VUGStockDFAS

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

VUG vs DFAS Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

VUGDFASFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VUG vs CSB

YTD

VanguardVUG

+0.5%

CSBVictoryShares

+15.8%

+0.5%Year to date+15.8%

−15.1%Worst drop · 1Y−9.5%

19.0%Volatility · 1Y13.0%

0.4%Yield3.1%

$233BAssets$251M

4–0CSB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, CSB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

CSB0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, CSB, VUG

3.12%highest, CSB

FundTrailing yieldYield$10k

CSB3.12%$312

DFAS1.04%$104

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$273most kept, CSB

CSB$312 − $39 = $273

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, CSB, VUG

Today

9.1%most shared, DFAS and CSB

DFASCSBVUG

DFAS—9.1%0.0%

CSB9.1%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

DFASWorst drop−9.4%15.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSBDFAS

+15.8%Year to date+12.6%

3.1%Yield1.0%

+20.3%Past year+17.3%

0.39%Fee0.30%

3–1CSB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026