Compare · 3 funds side by side · dividends reinvested

DFAS, SMLL and VO

DFASDimensional×SMLLHarbor×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DFAS, SMLL and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.8

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$14M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · SMLL 2024 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Active Small Cap ETF (SMLL) · $14M[…]

SMLL

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

SMLLMeasureVO

+12.3%Year to dateJan 1 → Nov 6+10.6%

+10.7%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

2.11%Trailing 12-mo yield$211 · $139 a year on $10k1.39%

−12.1%Worst dropSmaller is better−8.2%

17.5%VolatilityLower is calmer12.9%

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

2–4VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLL vs VO: Top 5 Holdings

Today

SMLL

22.9%in top 5

in top 55.3%

SMLLStockVO

5.8%POOLnot top 5

5.7%MORNnot top 5

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

SMLL vs VO Returns, Every Period

HarborSMLL

+10.7%

past year

VOVanguard

+11.6%

past year

SMLLVOFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SMLL vs VO

YTD

HarborSMLL

+12.3%

VOVanguard

+10.6%

+12.3%Year to date+10.6%

−12.1%Worst drop · 1Y−8.2%

17.5%Volatility · 1Y12.9%

2.1%Yield1.4%

$13.8MAssets$103B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SMLL, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAS0.30%$30

SMLL0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, SMLL, VO

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

VO1.39%$139

DFAS1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMLL$211 − $80 = $131

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMLL, VO

Today

3.8%most shared, DFAS and SMLL

DFASSMLLVO

DFAS—3.8%0.1%

SMLL3.8%—0.2%

VO0.1%0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

SMLLWorst drop−12.1%17.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLDFAS

+12.3%Year to date+12.7%

2.1%Yield1.0%

+10.7%Past year+15.9%

0.80%Fee0.30%

3–1DFAS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026