Compare · 4 funds side by side · dividends reinvested

ESML, DFAS, VTV and VUG

ESMLiShares×DFASDimensional×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

ESML, DFAS, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.92%+19.6%+24.1%+20.4%+6.8%−9.0%16.9%$2.7B2.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B3.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ESML 2018 · DFAS 1992 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7B$13,907

ESML

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,093

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

ESMLMeasureDFAS

+19.6%Year to dateJan 1 → Nov 9+16.6%

+24.1%1 yearTotal return+21.5%

+20.4%3 years · per year$10,000 became $17,444 · $16,308+17.7%

+6.8%5 years · per year$10,000 became $13,907 · $14,093+7.1%

0.17%Expense ratio$17 · $30 a year on $10k · lower is better0.30%

0.92%Trailing 12-mo yield$92 · $100 a year on $10k1.00%

−9.0%Worst dropSmaller is better−9.4%

16.9%VolatilityLower is calmer16.0%

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

5–3ESML wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESML vs DFAS: Top 5 Holdings

Today

ESML

3.6%in top 5

DFAS

in top 51.3%

ESMLStockDFAS

1.4%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.4%OVVnot top 5

0.4%OGSnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common57.3%

End-of-day Nov 9, 2026 · share of each fund

ESML vs DFAS Returns, Every Period

iSharesESML

+6.8%

5 years, per year

DFASDimensional

+7.1%

5 years, per year

ESMLDFASFaded: behind in that period

3–1ESML wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ESML vs VTV

YTD

iSharesESML

+19.6%

VTVVanguard

+20.9%

+19.6%Year to date+20.9%

−9.0%Worst drop · 1Y−6.4%

16.9%Volatility · 1Y10.8%

0.9%Yield1.8%

$2.7BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESML, DFAS, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

ESML0.17%$17

DFAS0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ESML, DFAS, VTV, VUG

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAS1.00%$100

ESML0.92%$92

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

ESML$92 − $17 = $75

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ESML, DFAS, VTV, VUG

Today

57.3%most shared, ESML and DFAS

ESMLDFASVTVVUG

ESML—57.3%0.1%0.1%

DFAS57.3%—0.1%0.0%

VTV0.1%0.1%—1.9%

VUG0.1%0.0%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFASWorst drop−9.4%16.0% vol

ESMLWorst drop−9.0%16.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVESML

+20.9%Year to date+19.6%

1.8%Yield0.9%

+25.4%Past year+24.1%

0.03%Fee0.17%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026