Compare · 4 funds side by side · dividends reinvested

DFAS, FSML, VUG and VO

DFASDimensional×FSMLFranklin Templeton×VUGVanguard×VOVanguard×

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

02 / 04

DFAS, FSML, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.50%+19.6%[…][…][…][…][…]$153M2.7

Rank among the four1st → 4thFee, 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 · FSML 2025 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

FSML

Franklin Small Cap Enhanced ETF · $153M[…]

$10,000 five years ago, dividends reinvested · they hold 13.7% in common

DFASMeasureFSML

+17.0%Year to dateJan 1 → Nov 5+19.6%

+20.4%1 yearTotal return[…]

+19.3%3 years · per year$10,000 became $16,976 · […][…]

+8.1%5 years · per year$10,000 became $14,758 · […][…]

0.30%Expense ratio$30 · $45 a year on $10k · lower is better0.45%

1.00%Trailing 12-mo yield$100 · $50 a year on $10k0.50%

−9.4%Worst dropSmaller is better[…]

15.3%VolatilityLower is calmer[…]

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

2–1DFAS wins

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

More Ways to See the Pairs

DFAS vs FSML: Top 5 Holdings

Today

DFAS

1.4%in top 5

FSML

in top 57.0%

DFASStockFSML

not top 5BOX1.6%

not top 5HNGE1.4%

not top 5EXPO1.4%

not top 5VLY1.3%

not top 5KSS1.3%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common13.7%

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

DFAS vs FSML Returns, Every Period

DimensionalDFAS

+20.4%

past year

FSMLFranklin Templeton

[…]

past year

DFASFSMLFaded: behind in that period

0–1FSML wins

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

DFAS vs VO

YTD

DimensionalDFAS

+17.0%

VOVanguard

+14.7%

+17.0%Year to date+14.7%

−9.4%Worst drop · 1Y−8.2%

15.3%Volatility · 1Y12.4%

1.0%Yield1.3%

$35.2BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: DFAS, FSML, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAS0.30%$30

FSML0.45%$45

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

Yields: DFAS, FSML, VUG, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

DFAS1.00%$100

FSML0.50%$50

VUG0.40%$40

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

FSML$50 − $45 = $5

KeptFee

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

Overlap: DFAS, FSML, VUG, VO

Today

13.7%most shared, DFAS and FSML

DFASFSMLVUGVO

DFAS—13.7%0.0%0.1%

FSML13.7%—0.0%0.0%

VUG0.0%0.0%—10.2%

VO0.1%0.0%10.2%—

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

Return vs Bumpiness: 4 ETFs

+20.4%DFAS, at 15.3% volatility

VOWorst drop−8.2%12.4% vol

DFASWorst drop−9.4%15.3% vol

VUGWorst drop−16.1%18.2% vol

FSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

VOFSML

+14.7%Year to date+19.6%

1.3%Yield0.5%

+15.3%Past year[…]

0.03%Fee0.45%

2–1VO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026