Compare · 4 funds side by side · dividends reinvested

DFAS, ISCG, VTV and VUG

DFASDimensional×ISCGiShares×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,352VTV · best of the four

02 / 04

DFAS, ISCG, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B3.0

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$974M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · ISCG 2004 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$17,153

VUG

ISCG

iShares Morningstar Small-Cap Growth ETF · $974M$12,768

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VUGMeasureISCG

+6.3%Year to dateJan 1 → Nov 4+12.3%

+3.4%1 yearTotal return+13.0%

+25.4%3 years · per year$10,000 became $19,712 · $17,783+21.2%

+11.4%5 years · per year$10,000 became $17,153 · $12,768+5.0%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

0.40%Trailing 12-mo yield$40 · $65 a year on $10k0.65%

−16.1%Worst dropSmaller is better−11.4%

18.2%VolatilityLower is calmer18.0%

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

3–5ISCG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs ISCG: Top 5 Holdings

Today

VUG

45.2%in top 5

ISCG

in top 54.1%

VUGStockISCG

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5OKTA1.1%

not top 5TEAM1.0%

not top 5GH0.7%

not top 5ROKU0.7%

not top 5RBRK0.6%

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

VUG vs ISCG Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

ISCGiShares

+5.0%

5 years, per year

VUGISCGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VUG vs VTV

YTD

VanguardVUG

+6.3%

VTVVanguard

+22.8%

+6.3%Year to date+22.8%

−16.1%Worst drop · 1Y−6.4%

18.2%Volatility · 1Y10.2%

0.4%Yield1.8%

$233BAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, ISCG, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

ISCG0.06%$6

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAS, ISCG, VTV, VUG

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

DFAS1.00%$100

ISCG0.65%$65

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAS$100 − $30 = $70

ISCG$65 − $6 = $59

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, ISCG, VTV, VUG

Today

49.8%most shared, DFAS and ISCG

DFASISCGVTVVUG

DFAS—49.8%0.1%0.0%

ISCG49.8%—0.0%0.2%

VTV0.1%0.0%—1.9%

VUG0.0%0.2%1.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

DFASWorst drop−9.4%15.3% vol

ISCGWorst drop−11.4%18.0% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAS

+22.8%Year to date+17.0%

1.8%Yield1.0%

+27.5%Past year+20.4%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 4, 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 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 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 4, 2026