Compare · 4 funds side by side · dividends reinvested

DFAS, ISCG, VUG and VO

DFASDimensional×ISCGiShares×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

DFAS, ISCG, 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%$35.2B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.9

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%$974M3.0

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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

ISCGMeasureVO

+12.3%Year to dateJan 1 → Nov 4+14.7%

+13.0%1 yearTotal return+15.3%

+21.2%3 years · per year$10,000 became $17,783 · $17,578+20.7%

+5.0%5 years · per year$10,000 became $12,768 · $14,290+7.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

0.65%Trailing 12-mo yield$65 · $134 a year on $10k1.34%

−11.4%Worst dropSmaller is better−8.2%

18.0%VolatilityLower is calmer12.4%

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

1–7VO wins

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

More Ways to See the Pairs

ISCG vs VO: Top 5 Holdings

Today

ISCG

4.1%in top 5

in top 55.3%

ISCGStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.1%OKTAnot top 5

1.0%TEAMnot top 5

not top 5PSX1.0%

not top 5PWR1.0%

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

Held in common0.4%

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

ISCG vs VO Returns, Every Period

iSharesISCG

+5.0%

5 years, per year

VOVanguard

+7.4%

5 years, per year

ISCGVOFaded: behind in that period

1–3VO wins

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

ISCG vs VO

YTD

iSharesISCG

+12.3%

VOVanguard

+14.7%

+12.3%Year to date+14.7%

−11.4%Worst drop · 1Y−8.2%

18.0%Volatility · 1Y12.4%

0.6%Yield1.3%

$974MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: DFAS, ISCG, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

ISCG0.06%$6

DFAS0.30%$30

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

Yields: DFAS, ISCG, VUG, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

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

$131most kept, VO

VO$134 − $3 = $131

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, VUG, VO

Today

49.8%most shared, DFAS and ISCG

DFASISCGVUGVO

DFAS—49.8%0.0%0.1%

ISCG49.8%—0.2%0.4%

VUG0.0%0.2%—10.2%

VO0.1%0.4%10.2%—

End-of-day Nov 4, 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

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

VODFAS

+14.7%Year to date+17.0%

1.3%Yield1.0%

+15.3%Past year+20.4%

0.03%Fee0.30%

2–2level

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

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

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 4, 2026