Compare · 3 funds side by side · dividends reinvested

DFAS, DFSV and VO

DFASDimensional×DFSVDimensional×VOVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,748VO · best of the three

Story of the three · IncomeMost incomeDFSV · 1.39% · $139 a year on $10k

Story of the three · RiskSmallest drop

DFAS, DFSV 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%$107B1.6

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.39%+20.1%+24.7%+18.4%[…]−9.4%15.2%$27.5B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.4

Rank among the three1st → 3rdFee, 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 · DFSV 1993 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Small Cap Value Portfolio ETF Class Shares · $27.5B[…]

DFSV

VO

Vanguard Morningstar Mid-Cap ETF · $107B$13,748

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

DFSVMeasure

More Ways to See the Pairs

DFSV vs VO: Top 5 Holdings

Today

DFSV

3.7%in top 5

VO

in top 55.3%

DFSVStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Cost, Income and Risk

Fees: DFAS, DFSV, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAS0.30%$30

DFSV0.31%$31

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

Yields: DFAS, DFSV, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

VO

+20.1%Year to dateJan 1 → Nov 13+14.0%

+24.7%1 yearTotal return+13.7%

+18.4%3 years · per year$10,000 became $16,578 · $16,641+18.5%

[…]5 years · per year$10,000 became […] · $13,748+6.6%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.39%Trailing 12-mo yield$139 · $135 a year on $10k1.35%

−9.4%Worst dropSmaller is better−8.2%

15.2%VolatilityLower is calmer13.2%

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

3–4VO wins

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

0.9%ELANnot top 5

0.8%SWKSnot top 5

0.7%IVZnot top 5

0.7%ARWnot top 5

0.7%JXNnot top 5

Held in common0.0%

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

DFSV vs VO Returns, Every Period

1Y

DimensionalDFSV

+24.7%

past year

VOVanguard

+13.7%

past year

DFSVVOFaded: behind in that period

2–1DFSV wins

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

DFSV vs VO

YTD

DimensionalDFSV

+20.1%

VOVanguard

+14.0%

+20.1%Year to date+14.0%

−9.4%Worst drop · 1Y−8.2%

15.2%Volatility · 1Y13.2%

1.4%Yield1.3%

$27.5BAssets$107B

2–2level

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

1Y

1.39%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.39%$139

VO1.35%$135

DFAS1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFSV$139 − $31 = $108

DFAS$101 − $30 = $71

KeptFee

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

Overlap: DFAS, DFSV, VO

Today

39.9%most shared, DFAS and DFSV

DFASDFSVVO

DFAS—39.9%0.1%

DFSV39.9%—0.0%

VO0.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.7%DFSV, at 15.2% volatility

VOWorst drop−8.2%13.2% vol

DFSVWorst drop−9.4%15.2% vol

DFASWorst drop−9.4%16.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVDFAS

+20.1%Year to date+15.1%

1.4%Yield1.0%

+24.7%Past year+17.3%

0.31%Fee0.30%

3–1DFSV wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFAS, DFSV and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three