Compare · 3 funds side by side · dividends reinvested

DFAS, ESSC and VUG

DFASDimensional×ESSCEventide×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, ESSC 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%$35.2B1.4

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+8.4%+12.8%[…][…]−12.5%18.3%$34M2.2

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 · ESSC 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

VUG

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

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

ESSCMeasureVUG

+8.4%Year to dateJan 1 → Nov 5+0.5%

+12.8%1 yearTotal return−0.6%

[…]3 years · per year$10,000 became […] · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.61%Trailing 12-mo yield$61 · $43 a year on $10k0.43%

−12.5%Worst dropSmaller is better−15.1%

18.3%VolatilityLower is calmer19.0%

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

5–1ESSC wins

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

More Ways to See the Pairs

ESSC vs VUG: Top 5 Holdings

Today

ESSC

4.1%in top 5

VUG

in top 545.2%

ESSCStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.8%ESInot top 5

0.8%AROCnot top 5

0.8%RRCnot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

Held in common0.9%

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

ESSC vs VUG Returns, Every Period

EventideESSC

+12.8%

past year

VUGVanguard

−0.6%

past year

ESSCVUGFaded: behind in that period

2–0ESSC wins

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

ESSC vs DFAS

YTD

EventideESSC

+8.4%

DFASDimensional

+12.6%

+8.4%Year to date+12.6%

−12.5%Worst drop · 1Y−9.4%

18.3%Volatility · 1Y15.8%

0.6%Yield1.0%

$34.0MAssets$35.2B

4–0DFAS wins

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

Cost, Income and Risk

Fees: DFAS, ESSC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

ESSC0.49%$49

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

Yields: DFAS, ESSC, VUG

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

ESSC0.61%$61

VUG0.43%$43

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

ESSC$61 − $49 = $12

KeptFee

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

Overlap: DFAS, ESSC, VUG

Today

17.9%most shared, DFAS and ESSC

DFASESSCVUG

DFAS—17.9%0.0%

ESSC17.9%—0.9%

VUG0.0%0.9%—

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

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

DFASWorst drop−9.4%15.8% vol

ESSCWorst drop−12.5%18.3% 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

DFASESSC

+12.6%Year to date+8.4%

1.0%Yield0.6%

+17.3%Past year+12.8%

0.30%Fee0.49%

4–0DFAS 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026