Compare · 4 funds side by side · dividends reinvested

DFAS, ESML, VUG and VO

DFASDimensional×ESMLiShares×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

DFAS, ESML, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

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%$2.7B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: DFAS 1992 · ESML 2018 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

ESML

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

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

DFASMeasureESML

+12.7%Year to dateJan 1 → Nov 6+15.5%

+15.9%1 yearTotal return+18.0%

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

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

0.30%Expense ratio$30 · $17 a year on $10k · lower is better0.17%

1.03%Trailing 12-mo yield$103 · $96 a year on $10k0.96%

−9.4%Worst dropSmaller is better−9.0%

15.7%VolatilityLower is calmer16.7%

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

3–5ESML wins

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

More Ways to See the Pairs

DFAS vs ESML: Top 5 Holdings

Today

DFAS

1.3%in top 5

ESML

in top 53.5%

DFASStockESML

not top 5MRNA1.3%

not top 5AIZ0.7%

not top 5USFD0.6%

not top 5OVV0.4%

not top 5OGS0.4%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common57.3%

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

DFAS vs ESML Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

ESMLiShares

+6.6%

5 years, per year

DFASESMLFaded: behind in that period

1–3ESML wins

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

DFAS vs VO

YTD

DimensionalDFAS

+12.7%

VOVanguard

+10.6%

+12.7%Year to date+10.6%

−9.4%Worst drop · 1Y−8.2%

15.7%Volatility · 1Y12.9%

1.0%Yield1.4%

$33.8BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: DFAS, ESML, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

ESML0.17%$17

DFAS0.30%$30

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

Yields: DFAS, ESML, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.03%$103

ESML0.96%$96

VUG0.42%$42

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

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFAS, ESML, VUG, VO

Today

57.3%most shared, DFAS and ESML

DFASESMLVUGVO

DFAS—57.3%0.0%0.1%

ESML57.3%—0.1%0.4%

VUG0.0%0.1%—10.2%

VO0.1%0.4%10.2%—

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

Return vs Bumpiness: 4 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

VUGWorst drop−15.1%19.0% 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 Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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