Compare · 4 funds side by side · dividends reinvested

FSCC, DFAS, VO and VUG

FSCCFederated Hermes×DFASDimensional×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

FSCC, DFAS, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.8

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.24%+14.0%+17.7%[…][…]−11.8%18.7%$444M3.0

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: FSCC 2024 · DFAS 1992 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

VOMeasureDFAS

+13.6%Year to dateJan 1 → Nov 9+16.1%

+15.6%1 yearTotal return+20.9%

+18.8%3 years · per year$10,000 became $16,763 · $16,239+17.5%

+6.8%5 years · per year$10,000 became $13,867 · $14,033+7.0%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.35%Trailing 12-mo yield$135 · $100 a year on $10k1.00%

−8.2%Worst dropSmaller is better−9.4%

13.1%VolatilityLower is calmer15.9%

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

5–3VO wins

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

More Ways to See the Pairs

VO vs DFAS: Top 5 Holdings

Today

5.3%in top 5

DFAS

in top 51.3%

VOStockDFAS

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot 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 common0.1%

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

VO vs DFAS Returns, Every Period

VanguardVO

+6.8%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

VODFASFaded: behind in that period

1–3DFAS wins

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

VO vs DFAS

YTD

VanguardVO

+13.6%

DFASDimensional

+16.1%

+13.6%Year to date+16.1%

−8.2%Worst drop · 1Y−9.4%

13.1%Volatility · 1Y15.9%

1.4%Yield1.0%

$103BAssets$34.7B

3–1VO wins

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

Cost, Income and Risk

Fees: FSCC, DFAS, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

DFAS0.30%$30

FSCC0.50%$50

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

Yields: FSCC, DFAS, VO, VUG

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.00%$100

VUG0.41%$41

FSCC0.24%$24

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

FSCC$24 − $50 = −$26

KeptFee

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

Overlap: FSCC, DFAS, VO, VUG

Today

12.9%most shared, FSCC and DFAS

FSCCDFASVOVUG

FSCC—12.9%0.0%0.0%

DFAS12.9%—0.1%0.0%

VO0.0%0.1%—10.2%

VUG0.0%0.0%10.2%—

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

Return vs Bumpiness: 4 ETFs

+20.9%DFAS, at 15.9% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

FSCCWorst drop−11.8%18.7% 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

VODFAS

+13.6%Year to date+16.1%

1.4%Yield1.0%

+15.6%Past year+20.9%

0.03%Fee0.30%

2–2level

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$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026