Compare · 2 funds side by side · dividends reinvested

DFIS and VT

DFISDimensional×VTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,576VT · best of the two

02 / 04

DFIS and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.25%+8.7%+16.2%+21.5%[…]−12.5%15.7%$5.8B1.4

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.2%+10.7%+21.0%+9.3%−9.7%14.7%$81.8B1.5

Rank among the two1st → 2ndFee, 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: DFIS 2022 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Small Cap ETF · $5.8B[…]

DFIS

Vanguard Total World Stock ETF · $81.8B$15,576

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

DFISMeasureVT

+8.7%Year to dateJan 1 → Nov 5+8.2%

+16.2%1 yearTotal return+10.7%

+21.5%3 years · per year$10,000 became $17,934 · $17,695+21.0%

[…]5 years · per year$10,000 became […] · $15,576+9.3%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

2.25%Trailing 12-mo yield$225 · $159 a year on $10k1.59%

−12.5%Worst dropSmaller is better−9.7%

15.7%VolatilityLower is calmer14.7%

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

4–3DFIS wins

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

More Ways to See the Pairs

DFIS vs VT: Top 5 Holdings

Today

DFIS

1.8%in top 5

in top 515.6%

DFISStockVT

not top 5NVDA4.5%

not top 5AAPL4.1%

not top 5MSFT3.2%

not top 5AMZN2.0%

not top 5GOOGL1.7%

0.4%ORNBV.HEnot top 5

0.4%VACN.SWnot top 5

0.4%QIA.DEnot top 5

0.3%HSX.Lnot top 5

0.3%DPM.TOnot top 5

Held in common0.8%

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

DFIS vs VT Returns, Every Period

DimensionalDFIS

+16.2%

past year

VTVanguard

+10.7%

past year

DFISVTFaded: behind in that period

3–0DFIS wins

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

DFIS vs VT

YTD

DimensionalDFIS

+8.7%

VTVanguard

+8.2%

+8.7%Year to date+8.2%

−12.5%Worst drop · 1Y−9.7%

15.7%Volatility · 1Y14.7%

2.3%Yield1.6%

$5.8BAssets$81.8B

2–2level

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

Cost, Income and Risk

Fees: DFIS, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

DFIS0.39%$39

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

Yields: DFIS, VT

2.25%highest, DFIS

FundTrailing yieldYield$10k

DFIS2.25%$225

VT1.59%$159

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

Income After Fees on $10,000

$186most kept, DFIS

DFIS$225 − $39 = $186

VT$159 − $6 = $153

KeptFee

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

Overlap: DFIS, VT

Today

0.8%most shared, DFIS and VT

DFISVT

DFIS—0.8%

VT0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.2%DFIS, at 15.7% volatility

VTWorst drop−9.7%14.7% vol

DFISWorst drop−12.5%15.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFISVT

+8.7%Year to date+8.2%

2.3%Yield1.6%

+16.2%Past year+10.7%

0.39%Fee0.06%

3–1DFIS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026