Compare · 3 funds side by side · dividends reinvested

DFAS, SMLF and VO

DFASDimensional×SMLFiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,794SMLF · best of the three

02 / 04

DFAS, SMLF 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%$103B1.9

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.3B2.0

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

Rank among the three1st → 3rdFee, 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 · SMLF 2015 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

VOMeasureDFAS

+14.7%Year to dateJan 1 → Nov 4+17.0%

+15.3%1 yearTotal return+20.4%

+20.7%3 years · per year$10,000 became $17,578 · $16,976+19.3%

+7.4%5 years · per year$10,000 became $14,290 · $14,758+8.1%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.34%Trailing 12-mo yield$134 · $100 a year on $10k1.00%

−8.2%Worst dropSmaller is better−9.4%

12.4%VolatilityLower is calmer15.3%

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

5–3VO wins

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

More Ways to See the Pairs

VO vs DFAS: Top 5 Holdings

Today

5.3%in top 5

DFAS

in top 51.4%

VOStockDFAS

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common0.1%

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

VO vs DFAS Returns, Every Period

VanguardVO

+7.4%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

VODFASFaded: behind in that period

1–3DFAS wins

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

VO vs DFAS

YTD

VanguardVO

+14.7%

DFASDimensional

+17.0%

+14.7%Year to date+17.0%

−8.2%Worst drop · 1Y−9.4%

12.4%Volatility · 1Y15.3%

1.3%Yield1.0%

$103BAssets$35.2B

3–1VO wins

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

Cost, Income and Risk

Fees: DFAS, SMLF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SMLF0.15%$15

DFAS0.30%$30

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

Yields: DFAS, SMLF, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

DFAS1.00%$100

SMLF0.98%$98

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

SMLF$98 − $15 = $83

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, SMLF, VO

Today

42.9%most shared, DFAS and SMLF

DFASSMLFVO

DFAS—42.9%0.1%

SMLF42.9%—0.9%

VO0.1%0.9%—

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

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

VOWorst drop−8.2%12.4% vol

DFASWorst drop−9.4%15.3% vol

SMLFWorst drop−8.7%16.9% 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 Three

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026