Compare · 3 funds side by side · dividends reinvested

DFAS, VBR and VUG

DFASDimensional×VBRVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

DFAS, VBR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · VBR 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,932

DFAS

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

$10,000 five years ago, dividends reinvested · they hold 49.2% in common

DFASMeasureVBR

+12.6%Year to dateJan 1 → Nov 5+15.9%

+17.3%1 yearTotal return+20.7%

+17.5%3 years · per year$10,000 became $16,215 · $16,965+19.3%

+6.9%5 years · per year$10,000 became $13,932 · $15,143+8.7%

0.30%Expense ratio$30 · $5 a year on $10k · lower is better0.05%

1.04%Trailing 12-mo yield$104 · $183 a year on $10k1.83%

−9.4%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer14.3%

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

0–8VBR wins

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

More Ways to See the Pairs

DFAS vs VBR: Top 5 Holdings

Today

DFAS

1.4%in top 5

VBR

in top 53.3%

DFASStockVBR

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common49.2%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs VBR Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

DFASVBRFaded: behind in that period

0–4VBR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs VBR

YTD

DimensionalDFAS

+12.6%

VBRVanguard

+15.9%

+12.6%Year to date+15.9%

−9.4%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y14.3%

1.0%Yield1.8%

$33.8BAssets$35.1B

4–0VBR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, VBR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VBR0.05%$5

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, VBR, VUG

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

DFAS1.04%$104

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, VBR, VUG

Today

49.2%most shared, DFAS and VBR

DFASVBRVUG

DFAS—49.2%0.0%

VBR49.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.7%VBR, at 14.3% volatility

VBRWorst drop−8.9%14.3% vol

DFASWorst drop−9.4%15.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VBRDFAS

+15.9%Year to date+12.6%

1.8%Yield1.0%

+20.7%Past year+17.3%

0.05%Fee0.30%

4–0VBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026