Compare · 3 funds side by side · dividends reinvested

DFAS, VUG and VIG

DFASDimensional×VUGVanguard×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

DFAS, VUG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · VUG 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,927

DFAS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

DFASMeasureVIG

+12.7%Year to dateJan 1 → Nov 6+12.1%

+15.9%1 yearTotal return+14.3%

+17.3%3 years · per year$10,000 became $16,130 · $16,669+18.6%

+6.8%5 years · per year$10,000 became $13,927 · $16,243+10.2%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

1.03%Trailing 12-mo yield$103 · $150 a year on $10k1.50%

−9.4%Worst dropSmaller is better−7.9%

15.7%VolatilityLower is calmer10.8%

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

2–6VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs VIG: Top 5 Holdings

Today

DFAS

1.3%in top 5

VIG

in top 522.1%

DFASStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common3.9%

End-of-day Nov 6, 2026 · share of each fund

DFAS vs VIG Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

DFASVIGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFAS vs VIG

YTD

DimensionalDFAS

+12.7%

VIGVanguard

+12.1%

+12.7%Year to date+12.1%

−9.4%Worst drop · 1Y−7.9%

15.7%Volatility · 1Y10.8%

1.0%Yield1.5%

$33.8BAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, VUG, VIG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

DFAS0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, VUG, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

DFAS1.03%$103

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, VUG, VIG

Today

26.4%most shared, VUG and VIG

DFASVUGVIG

DFAS—0.0%3.9%

VUG0.0%—26.4%

VIG3.9%26.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

VIGWorst drop−7.9%10.8% vol

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGDFAS

+12.1%Year to date+12.7%

1.5%Yield1.0%

+14.3%Past year+15.9%

0.04%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026