Compare · 3 funds side by side · dividends reinvested

DFAS, VIOO and VUG

DFASDimensional×VIOOVanguard×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, VIOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Small-Cap 600 ETFUS Stock Styles · Small cap0.07%1.18%+15.3%+19.6%+17.5%+5.7%−9.8%16.3%$4.0B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.0

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

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 · VIOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

VIOO

Vanguard S&P Small-Cap 600 ETF · $4.0B$13,172

$10,000 five years ago, dividends reinvested · they hold 34.1% in common

DFASMeasureVIOO

+12.6%Year to dateJan 1 → Nov 5+15.3%

+17.3%1 yearTotal return+19.6%

+17.5%3 years · per year$10,000 became $16,215 · $16,228+17.5%

+6.9%5 years · per year$10,000 became $13,932 · $13,172+5.7%

0.30%Expense ratio$30 · $7 a year on $10k · lower is better0.07%

1.04%Trailing 12-mo yield$104 · $118 a year on $10k1.18%

−9.4%Worst dropSmaller is better−9.8%

15.8%VolatilityLower is calmer16.3%

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

3–4VIOO 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 VIOO: Top 5 Holdings

Today

DFAS

1.4%in top 5

VIOO

in top 52.9%

DFASStockVIOO

not top 5FORM0.7%

not top 5VSAT0.6%

not top 5GKOS0.6%

not top 5QRVO0.5%

not top 5MTCH0.5%

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 common34.1%

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

DFAS vs VIOO Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

VIOOVanguard

+5.7%

5 years, per year

DFASVIOOFaded: behind in that period

1–2VIOO wins

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

DFAS vs VIOO

YTD

DimensionalDFAS

+12.6%

VIOOVanguard

+15.3%

+12.6%Year to date+15.3%

−9.4%Worst drop · 1Y−9.8%

15.8%Volatility · 1Y16.3%

1.0%Yield1.2%

$35.2BAssets$4.0B

2–2level

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

Cost, Income and Risk

Fees: DFAS, VIOO, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIOO0.07%$7

DFAS0.30%$30

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

Yields: DFAS, VIOO, VUG

1.18%highest, VIOO

FundTrailing yieldYield$10k

VIOO1.18%$118

DFAS1.04%$104

VUG0.43%$43

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

Income After Fees on $10,000

$111most kept, VIOO

VIOO$118 − $7 = $111

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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

Overlap: DFAS, VIOO, VUG

Today

34.1%most shared, DFAS and VIOO

DFASVIOOVUG

DFAS—34.1%0.0%

VIOO34.1%—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

+19.6%VIOO, at 16.3% volatility

DFASWorst drop−9.4%15.8% vol

VIOOWorst drop−9.8%16.3% 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

VIOODFAS

+15.3%Year to date+12.6%

1.2%Yield1.0%

+19.6%Past year+17.3%

0.07%Fee0.30%

4–0VIOO 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026