Compare · 3 funds side by side · dividends reinvested

DFAS, SPYM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

DFAS, SPYM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · SPYM 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureDFAS

+4.2%Year to dateJan 1 → Nov 9+16.1%

+4.7%1 yearTotal return+20.9%

+22.9%3 years · per year$10,000 became $18,569 · $16,239+17.5%

+10.6%5 years · per year$10,000 became $16,565 · $14,033+7.0%

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

0.41%Trailing 12-mo yield$41 · $100 a year on $10k1.00%

−15.1%Worst dropSmaller is better−9.4%

19.1%VolatilityLower is calmer15.9%

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

3–5DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs DFAS: Top 5 Holdings

Today

VUG

45.2%in top 5

DFAS

in top 51.3%

VUGStockDFAS

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 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VUG vs DFAS Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

VUGDFASFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: VUG vs SPYM

YTD

VanguardVUG

+4.2%

SPYMSPDR

+11.3%

+4.2%Year to date+11.3%

−15.1%Worst drop · 1Y−8.9%

19.1%Volatility · 1Y13.7%

0.4%Yield1.0%

$233BAssets$179B

4–0SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SPYM, VUG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

DFAS0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, SPYM, VUG

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

DFAS1.00%$100

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, SPYM, VUG

Today

55.1%most shared, SPYM and VUG

DFASSPYMVUG

DFAS—1.0%0.0%

SPYM1.0%—55.1%

VUG0.0%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

SPYMWorst drop−8.9%13.7% vol

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMDFAS

+11.3%Year to date+16.1%

1.0%Yield1.0%

+13.6%Past year+20.9%

0.02%Fee0.30%

2–1DFAS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026