Compare · 3 funds side by side · dividends reinvested

JPSE, DFAS and VUG

JPSEJ.P. Morgan×DFASDimensional×VUGVanguard×

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

02 / 04

JPSE, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.29%1.41%+17.6%+19.6%+18.3%+7.4%−8.0%14.3%$574M1.8

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 5, 2026 · returns include dividends · since: JPSE 2016 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $574M$13,499

JPSE

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 25.7% in common

JPSEMeasureDFAS

+17.6%Year to dateJan 1 → Nov 5+17.0%

+19.6%1 yearTotal return+20.4%

+18.3%3 years · per year$10,000 became $16,552 · $16,976+19.3%

+7.4%5 years · per year$10,000 became $14,260 · $14,758+8.1%

0.29%Expense ratio$29 · $30 a year on $10k · lower is better0.30%

1.41%Trailing 12-mo yield$141 · $100 a year on $10k1.00%

−8.0%Worst dropSmaller is better−9.4%

14.3%VolatilityLower is calmer15.3%

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

5–3JPSE wins

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

More Ways to See the Pairs

JPSE vs DFAS: Top 5 Holdings

Today

JPSE

1.9%in top 5

DFAS

in top 51.4%

JPSEStockDFAS

0.4%SIGnot top 5

0.4%YOUnot top 5

0.4%PEBnot top 5

0.4%DRHnot top 5

0.4%APLEnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common25.7%

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

JPSE vs DFAS Returns, Every Period

J.P. MorganJPSE

+7.4%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

JPSEDFASFaded: behind in that period

1–3DFAS wins

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

JPSE vs DFAS

YTD

J.P. MorganJPSE

+17.6%

DFASDimensional

+17.0%

+17.6%Year to date+17.0%

−8.0%Worst drop · 1Y−9.4%

14.3%Volatility · 1Y15.3%

1.4%Yield1.0%

$574MAssets$35.2B

4–0JPSE wins

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

Cost, Income and Risk

Fees: JPSE, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JPSE0.29%$29

DFAS0.30%$30

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

Yields: JPSE, DFAS, VUG

1.41%highest, JPSE

FundTrailing yieldYield$10k

JPSE1.41%$141

DFAS1.00%$100

VUG0.40%$40

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

Income After Fees on $10,000

$112most kept, JPSE

JPSE$141 − $29 = $112

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

KeptFee

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

Overlap: JPSE, DFAS, VUG

Today

25.7%most shared, JPSE and DFAS

JPSEDFASVUG

JPSE—25.7%0.0%

DFAS25.7%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

JPSEWorst drop−8.0%14.3% vol

DFASWorst drop−9.4%15.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

JPSEDFAS

+17.6%Year to date+17.0%

1.4%Yield1.0%

+19.6%Past year+20.4%

0.29%Fee0.30%

3–1JPSE wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026