Compare · 3 funds side by side · dividends reinvested

DFAS, VBR and VUG

DFASDimensional×VBRVanguard×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeVBR · 1.78% · $178 a year on $10k

Story of the three · RiskSmallest drop

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%1.78%+18.8%+22.2%+18.2%+8.8%−8.9%14.4%$35.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$33.6B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAS 1992 · VBR 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.6B$13,953

DFAS

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

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

DFASMeasure

More Ways to See the Pairs

DFAS vs VUG: Top 5 Holdings

Today

DFAS

1.3%in top 5

VUG

in top 545.2%

DFASStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

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 10, 2026 · fee on $10,000 a year

Yields: DFAS, VBR, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG

+15.7%Year to dateJan 1 → Nov 10+3.4%

+19.6%1 yearTotal return+4.2%

+16.5%3 years · per year$10,000 became $15,805 · $18,230+22.2%

+6.9%5 years · per year$10,000 became $13,953 · $16,394+10.4%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $41 a year on $10k0.41%

−9.4%Worst dropSmaller is better−15.1%

15.9%VolatilityLower is calmer19.1%

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

5–3DFAS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

DFAS vs VUG Returns, Every Period

5Y

DimensionalDFAS

+6.9%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

DFASVUGFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAS vs VBR

YTD

DimensionalDFAS

+15.7%

VBRVanguard

+18.8%

+15.7%Year to date+18.8%

−9.4%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y14.4%

1.0%Yield1.8%

$33.6BAssets$35.1B

4–0VBR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.78%highest, VBR

FundTrailing yieldYield$10k

VBR1.78%$178

DFAS1.01%$101

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$173most kept, VBR

VBR$178 − $5 = $173

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAS, VBR, VUG

Today

49.1%most shared, DFAS and VBR

DFASVBRVUG

DFAS—49.1%0.0%

VBR49.1%—0.0%

VUG0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.2%VBR, at 14.4% volatility

VBRWorst drop−8.9%14.4% vol

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VBRDFAS

+18.8%Year to date+15.7%

1.8%Yield1.0%

+22.2%Past year+19.6%

0.05%Fee0.30%

4–0VBR wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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DFAS, VBR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three