Compare · 4 funds side by side · dividends reinvested

PSC, DFAS, VUG and VO

PSCPrincipal×DFASDimensional×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

PSC, 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%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.61%+15.4%+17.2%+20.5%+8.6%−10.0%17.1%$2.6B2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: PSC 2016 · DFAS 1992 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Small-Cap Multi-Factor ETF · $2.6B$15,088

PSC

DFAS

Dimensional - US Small Cap ETF · $33.7B$13,927

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

PSCMeasureDFAS

+15.4%Year to dateJan 1 → Nov 6+12.7%

+17.2%1 yearTotal return+15.9%

+20.5%3 years · per year$10,000 became $17,510 · $16,130+17.3%

+8.6%5 years · per year$10,000 became $15,088 · $13,927+6.8%

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

0.61%Trailing 12-mo yield$61 · $103 a year on $10k1.03%

−10.0%Worst dropSmaller is better−9.4%

17.1%VolatilityLower is calmer15.7%

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

4–4Level

End-of-day Nov 6, 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

4.4%in top 5

DFAS

in top 51.3%

PSCStockDFAS

1.0%ZETAnot top 5

0.9%EATnot top 5

0.9%FRSHnot top 5

0.8%BKHnot top 5

0.8%TXGnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common24.4%

End-of-day Nov 6, 2026 · share of each fund

PSC vs DFAS Returns, Every Period

PrincipalPSC

+8.6%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

PSCDFASFaded: behind in that period

4–0PSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PSC vs VO

YTD

PrincipalPSC

+15.4%

VOVanguard

+10.6%

+15.4%Year to date+10.6%

−10.0%Worst drop · 1Y−8.2%

17.1%Volatility · 1Y12.9%

0.6%Yield1.4%

$2.6BAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSC, DFAS, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAS0.30%$30

PSC0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PSC, DFAS, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.03%$103

PSC0.61%$61

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

PSC$61 − $38 = $23

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSC, DFAS, VUG, VO

Today

24.4%most shared, PSC and DFAS

PSCDFASVUGVO

PSC—24.4%0.0%0.0%

DFAS24.4%—0.0%0.1%

VUG0.0%0.0%—10.2%

VO0.0%0.1%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.2%PSC, at 17.1% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

PSCWorst drop−10.0%17.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOPSC

+10.6%Year to date+15.4%

1.4%Yield0.6%

+11.6%Past year+17.2%

0.03%Fee0.38%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026