Compare · 3 funds side by side · dividends reinvested

DFAS, XSLV and VUG

DFASDimensional×XSLVInvesco×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 incomeXSLV · 2.36% · $236 a year on $10k

Story of the three · RiskSmallest drop

DFAS, XSLV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$33.6B1.8

Invesco S&P SmallCap Low Volatility ETFUS Stock Styles · Small cap0.25%2.36%+13.6%+16.3%+11.6%+3.2%−9.5%13.2%$241M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$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 10, 2026 · returns include dividends · since: DFAS 1992 · XSLV 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAS

XSLV

Invesco S&P SmallCap Low Volatility ETF · $241M$11,688

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

DFAS

More Ways to See the Pairs

DFAS vs XSLV: Top 5 Holdings

Today

DFAS

1.3%in top 5

XSLV

in top 56.2%

DFASStockXSLV

not top 5PECO1.4%

not top 5LTC1.3%

not top 5IVT1.2%

not top 5APLE1.2%

not top 5AVA1.2%

Cost, Income and Risk

Fees: DFAS, XSLV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XSLV0.25%$25

DFAS0.30%$30

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

Yields: DFAS, XSLV, 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%

Measure

XSLV

+15.7%Year to dateJan 1 → Nov 10+13.6%

+19.6%1 yearTotal return+16.3%

+16.5%3 years · per year$10,000 became $15,805 · $13,902+11.6%

+6.9%5 years · per year$10,000 became $13,953 · $11,688+3.2%

0.30%Expense ratio$30 · $25 a year on $10k · lower is better0.25%

1.01%Trailing 12-mo yield$101 · $236 a year on $10k2.36%

−9.4%Worst dropSmaller is better−9.5%

15.9%VolatilityLower is calmer13.2%

DFASXSLV 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

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 common6.3%

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

DFAS vs XSLV Returns, Every Period

5Y

DimensionalDFAS

+6.9%

5 years, per year

XSLVInvesco

+3.2%

5 years, per year

DFASXSLVFaded: behind in that period

4–0DFAS wins

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

DFAS vs XSLV

YTD

DimensionalDFAS

+15.7%

XSLVInvesco

+13.6%

+15.7%Year to date+13.6%

−9.4%Worst drop · 1Y−9.5%

15.9%Volatility · 1Y13.2%

1.0%Yield2.4%

$33.6BAssets$241M

2–2level

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

1Y

2.36%highest, XSLV

FundTrailing yieldYield$10k

XSLV2.36%$236

DFAS1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$211most kept, XSLV

XSLV$236 − $25 = $211

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAS, XSLV, VUG

Today

6.3%most shared, DFAS and XSLV

DFASXSLVVUG

DFAS—6.3%0.0%

XSLV6.3%—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

+19.6%DFAS, at 15.9% volatility

XSLVWorst drop−9.5%13.2% 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

XSLVDFAS

+13.6%Year to date+15.7%

2.4%Yield1.0%

+16.3%Past year+19.6%

0.25%Fee0.30%

2–2level

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, XSLV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three