Compare · 4 funds side by side · dividends reinvested

ESSC, DFAS, VUG and VO

ESSCEventide×DFASDimensional×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

ESSC, DFAS, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.9

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+8.4%+12.8%[…][…]−12.5%18.3%$34M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: ESSC 2025 · DFAS 1992 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,932

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

ESSCMeasureDFAS

+8.4%Year to dateJan 1 → Nov 5+12.6%

+12.8%1 yearTotal return+17.3%

[…]3 years · per year$10,000 became […] · $16,215+17.5%

[…]5 years · per year$10,000 became […] · $13,932+6.9%

0.49%Expense ratio$49 · $30 a year on $10k · lower is better0.30%

0.61%Trailing 12-mo yield$61 · $104 a year on $10k1.04%

−12.5%Worst dropSmaller is better−9.4%

18.3%VolatilityLower is calmer15.8%

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

0–6DFAS wins

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

More Ways to See the Pairs

ESSC vs DFAS: Top 5 Holdings

Today

ESSC

4.1%in top 5

DFAS

in top 51.4%

ESSCStockDFAS

0.8%ESInot top 5

0.8%AROCnot top 5

0.8%RRCnot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common17.9%

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

ESSC vs DFAS Returns, Every Period

EventideESSC

+12.8%

past year

DFASDimensional

+17.3%

past year

ESSCDFASFaded: behind in that period

0–2DFAS wins

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

ESSC vs VO

YTD

EventideESSC

+8.4%

VOVanguard

+10.7%

+8.4%Year to date+10.7%

−12.5%Worst drop · 1Y−8.2%

18.3%Volatility · 1Y12.9%

0.6%Yield1.4%

$34.0MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: ESSC, DFAS, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAS0.30%$30

ESSC0.49%$49

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

Yields: ESSC, DFAS, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.04%$104

ESSC0.61%$61

VUG0.43%$43

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

ESSC$61 − $49 = $12

KeptFee

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

Overlap: ESSC, DFAS, VUG, VO

Today

17.9%most shared, ESSC and DFAS

ESSCDFASVUGVO

ESSC—17.9%0.9%4.0%

DFAS17.9%—0.0%0.1%

VUG0.9%0.0%—10.2%

VO4.0%0.1%10.2%—

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

Return vs Bumpiness: 4 ETFs

+17.3%DFAS, at 15.8% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.8% vol

ESSCWorst drop−12.5%18.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VODFAS

+10.7%Year to date+12.6%

1.4%Yield1.0%

+12.4%Past year+17.3%

0.03%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026