Compare · 2 funds side by side · dividends reinvested

DFAS and VBR

DFASDimensional×VBRVanguard×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,958VBR · best of the two

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

Story of the two · RiskSmallest drop

DFAS and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+19.1%+22.2%+18.7%+8.5%−8.9%14.4%$35.1B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.9B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,661

DFAS

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$14,958

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

DFASMeasureVBR

+16.7%

More Ways to See the Pairs

DFAS vs VBR: Top 5 Holdings

Today

DFAS

1.3%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%

Cost, Income and Risk

Fees: DFAS, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

DFAS0.30%$30

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAS, VBR

1Y

1.78%highest, VBR

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 12

+19.1%

+19.5%1 yearTotal return+22.2%

+17.2%3 years · per year$10,000 became $16,103 · $16,733+18.7%

+6.7%5 years · per year$10,000 became $13,826 · $15,040+8.5%

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

1.00%Trailing 12-mo yield$100 · $178 a year on $10k1.78%

−9.4%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer14.4%

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

0–8VBR wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%CCKnot top 5

Held in common49.2%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs VBR Returns, Every Period

5Y

DimensionalDFAS

+6.7%

5 years, per year

VBRVanguard

+8.5%

5 years, per year

DFASVBRFaded: behind in that period

0–4VBR wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs VBR

YTD

DimensionalDFAS

+16.7%

VBRVanguard

+19.1%

+16.7%Year to date+19.1%

−9.4%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y14.4%

1.0%Yield1.8%

$33.9BAssets$35.1B

4–0VBR wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

VBR1.78%$178

DFAS1.00%$100

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

Income After Fees on $10,000

1Y

$173most kept, VBR

VBR$178 − $5 = $173

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, VBR

Today

49.2%most shared, DFAS and VBR

DFASVBR

DFAS—49.2%

VBR49.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.2%VBR, at 14.4% volatility

VBRWorst drop−8.9%14.4% vol

DFASWorst drop−9.4%15.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VBRDFAS

+19.1%Year to date+16.7%

1.8%Yield1.0%

+22.2%Past year+19.5%

0.05%Fee0.30%

4–0VBR wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAS and VBR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two