Compare · 3 funds side by side · dividends reinvested

DFAS, ESML and VO

DFASDimensional×ESMLiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DFAS, ESML and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.96%+15.5%+18.0%+19.9%+6.6%−9.0%16.7%$2.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · ESML 2018 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7B$13,768

ESML

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

ESMLMeasureDFAS

+15.5%Year to dateJan 1 → Nov 6+12.7%

+18.0%1 yearTotal return+15.9%

+19.9%3 years · per year$10,000 became $17,255 · $16,130+17.3%

+6.6%5 years · per year$10,000 became $13,768 · $13,927+6.8%

0.17%Expense ratio$17 · $30 a year on $10k · lower is better0.30%

0.96%Trailing 12-mo yield$96 · $103 a year on $10k1.03%

−9.0%Worst dropSmaller is better−9.4%

16.7%VolatilityLower is calmer15.7%

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

5–3ESML wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESML vs DFAS: Top 5 Holdings

Today

ESML

3.5%in top 5

DFAS

in top 51.3%

ESMLStockDFAS

1.3%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.4%OVVnot top 5

0.4%OGSnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common57.3%

End-of-day Nov 6, 2026 · share of each fund

ESML vs DFAS Returns, Every Period

iSharesESML

+6.6%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

ESMLDFASFaded: behind in that period

3–1ESML wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ESML vs VO

YTD

iSharesESML

+15.5%

VOVanguard

+10.6%

+15.5%Year to date+10.6%

−9.0%Worst drop · 1Y−8.2%

16.7%Volatility · 1Y12.9%

1.0%Yield1.4%

$2.7BAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, ESML, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ESML0.17%$17

DFAS0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, ESML, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.03%$103

ESML0.96%$96

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

ESML$96 − $17 = $79

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, ESML, VO

Today

57.3%most shared, DFAS and ESML

DFASESMLVO

DFAS—57.3%0.1%

ESML57.3%—0.4%

VO0.1%0.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.0%ESML, at 16.7% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

ESMLWorst drop−9.0%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOESML

+10.6%Year to date+15.5%

1.4%Yield1.0%

+11.6%Past year+18.0%

0.03%Fee0.17%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026