Compare · 3 funds side by side · dividends reinvested

PSC, DFAS and VTV

PSCPrincipal×DFASDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

PSC, DFAS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.61%+15.4%+19.2%+20.9%+8.4%−10.0%17.2%$2.7B2.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.5

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: PSC 2016 · DFAS 1992 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Small-Cap Multi-Factor ETF · $2.7B$14,954

PSC

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 24.5% in common

PSCMeasureDFAS

+15.4%Year to dateJan 1 → Nov 5+12.6%

+19.2%1 yearTotal return+17.3%

+20.9%3 years · per year$10,000 became $17,663 · $16,215+17.5%

+8.4%5 years · per year$10,000 became $14,954 · $13,932+6.9%

0.38%Expense ratio$38 · $30 a year on $10k · lower is better0.30%

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

−10.0%Worst dropSmaller is better−9.4%

17.2%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

PSC vs DFAS: Top 5 Holdings

Today

PSC

4.6%in top 5

DFAS

in top 51.4%

PSCStockDFAS

1.1%ZETAnot top 5

0.9%TXGnot top 5

0.9%TWSTnot top 5

0.9%EATnot top 5

0.9%FRSHnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common24.5%

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

PSC vs DFAS Returns, Every Period

PrincipalPSC

+8.4%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

PSCDFASFaded: behind in that period

4–0PSC wins

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

PSC vs VTV

YTD

PrincipalPSC

+15.4%

VTVVanguard

+19.0%

+15.4%Year to date+19.0%

−10.0%Worst drop · 1Y−6.4%

17.2%Volatility · 1Y10.7%

0.6%Yield1.9%

$2.7BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: PSC, DFAS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAS0.30%$30

PSC0.38%$38

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

Yields: PSC, DFAS, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

DFAS1.04%$104

PSC0.61%$61

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAS$104 − $30 = $74

PSC$61 − $38 = $23

KeptFee

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

Overlap: PSC, DFAS, VTV

Today

24.5%most shared, PSC and DFAS

PSCDFASVTV

PSC—24.5%0.0%

DFAS24.5%—0.1%

VTV0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFASWorst drop−9.4%15.8% vol

PSCWorst drop−10.0%17.2% vol

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

Paid More vs Made More

YTD

VTVPSC

+19.0%Year to date+15.4%

1.9%Yield0.6%

+24.0%Past year+19.2%

0.03%Fee0.38%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026