Compare · 2 funds side by side · dividends reinvested

DFAS and VBR

DFASDimensional×VBRVanguard×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,747VBR · best of the two

Story of the two · IncomeMost incomeVBR · 1.80% · $180 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%1.80%+17.9%+20.1%+18.8%+8.1%−8.9%14.4%$35.1B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAS 1992 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap Value ETF · $35.1B$14,747

VBR

DFAS

Dimensional - US Small Cap ETF · $33.5B$13,429

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

VBRMeasureDFAS

+17.9%

More Ways to See the Pairs

VBR vs DFAS: Top 5 Holdings

Today

VBR

3.3%in top 5

DFAS

in top 51.4%

VBRStockDFAS

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: DFAS, VBR

1Y

1.80%highest, VBR

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+15.1%

+20.1%1 yearTotal return+17.3%

+18.8%3 years · per year$10,000 became $16,749 · $16,080+17.2%

+8.1%5 years · per year$10,000 became $14,748 · $13,429+6.1%

0.05%Expense ratio$5 · $30 a year on $10k · lower is better0.30%

1.80%Trailing 12-mo yield$180 · $101 a year on $10k1.01%

−8.9%Worst dropSmaller is better−9.4%

14.4%VolatilityLower is calmer16.0%

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

8–0VBR wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common49.2%

End-of-day Nov 13, 2026 · share of each fund

VBR vs DFAS Returns, Every Period

5Y

VanguardVBR

+8.1%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

VBRDFASFaded: behind in that period

4–0VBR wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VBR vs DFAS

YTD

VanguardVBR

+17.9%

DFASDimensional

+15.1%

+17.9%Year to date+15.1%

−8.9%Worst drop · 1Y−9.4%

14.4%Volatility · 1Y16.0%

1.8%Yield1.0%

$35.1BAssets$33.5B

4–0VBR wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

VBR1.80%$180

DFAS1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$175most kept, VBR

VBR$180 − $5 = $175

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.1%VBR, at 14.4% volatility

VBRWorst drop−8.9%14.4% vol

DFASWorst drop−9.4%16.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VBRDFAS

+17.9%Year to date+15.1%

1.8%Yield1.0%

+20.1%Past year+17.3%

0.05%Fee0.30%

4–0VBR wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 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