Compare · 3 funds side by side · dividends reinvested

ESML, DFAS and VUG

ESMLiShares×DFASDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

ESML, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.92%+19.6%+21.9%+21.9%+7.7%−9.0%16.3%$2.8B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 4, 2026 · returns include dividends · since: ESML 2018 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8B$14,470

ESML

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 57.7% in common

ESMLMeasureDFAS

+19.6%Year to dateJan 1 → Nov 4+17.0%

+21.9%1 yearTotal return+20.4%

+21.9%3 years · per year$10,000 became $18,109 · $16,976+19.3%

+7.7%5 years · per year$10,000 became $14,470 · $14,758+8.1%

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%

16.3%VolatilityLower is calmer15.3%

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

5–3ESML wins

End-of-day Nov 4, 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

3.4%in top 5

DFAS

in top 51.4%

ESMLStockDFAS

1.2%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.5%OVVnot top 5

0.4%OGSnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common57.7%

End-of-day Nov 4, 2026 · share of each fund

ESML vs DFAS Returns, Every Period

iSharesESML

+7.7%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

ESMLDFASFaded: behind in that period

3–1ESML wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ESML vs DFAS

YTD

iSharesESML

+19.6%

DFASDimensional

+17.0%

+19.6%Year to date+17.0%

−9.0%Worst drop · 1Y−9.4%

16.3%Volatility · 1Y15.3%

0.9%Yield1.0%

$2.8BAssets$35.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESML, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ESML0.17%$17

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ESML, DFAS, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

ESML0.92%$92

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$75most kept, ESML

ESML$92 − $17 = $75

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ESML, DFAS, VUG

Today

57.7%most shared, ESML and DFAS

ESMLDFASVUG

ESML—57.7%0.1%

DFAS57.7%—0.0%

VUG0.1%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.9%ESML, at 16.3% volatility

DFASWorst drop−9.4%15.3% vol

ESMLWorst drop−9.0%16.3% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASESML

+17.0%Year to date+19.6%

1.0%Yield0.9%

+20.4%Past year+21.9%

0.30%Fee0.17%

3–1ESML wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026