Compare · 3 funds side by side · dividends reinvested

QVMS, DFAS and VUG

QVMSInvesco×DFASDimensional×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeQVMS · 1.25% · $125 a year on $10k

Story of the three · RiskSmallest drop

QVMS, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap 600 QVM Multi-factor ETFUS Stock Styles · Small cap0.15%1.25%+19.3%+21.8%+16.6%+6.8%−9.7%16.7%$237M1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$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 10, 2026 · returns include dividends · since: QVMS 2021 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $34.7B$13,953

DFAS

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $237M$13,885

$10,000 five years ago, dividends reinvested · they hold 30.4% in common

DFAS

More Ways to See the Pairs

DFAS vs QVMS: Top 5 Holdings

Today

DFAS

1.3%in top 5

QVMS

in top 53.1%

DFASStockQVMS

not top 5PAYC0.7%

not top 5VSXY0.6%

not top 5RHP0.6%

not top 5VSAT0.6%

not top 5JXN0.6%

Cost, Income and Risk

Fees: QVMS, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

QVMS0.15%$15

DFAS0.30%$30

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

Yields: QVMS, DFAS, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

QVMS

+15.7%Year to dateJan 1 → Nov 10+19.3%

+19.6%1 yearTotal return+21.8%

+16.5%3 years · per year$10,000 became $15,805 · $15,862+16.6%

+6.9%5 years · per year$10,000 became $13,953 · $13,885+6.8%

0.30%Expense ratio$30 · $15 a year on $10k · lower is better0.15%

1.01%Trailing 12-mo yield$101 · $125 a year on $10k1.25%

−9.4%Worst dropSmaller is better−9.7%

15.9%VolatilityLower is calmer16.7%

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

3–5QVMS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common30.4%

End-of-day Nov 10, 2026 · share of each fund

DFAS vs QVMS Returns, Every Period

5Y

DimensionalDFAS

+6.9%

5 years, per year

QVMSInvesco

+6.8%

5 years, per year

DFASQVMSFaded: behind in that period

1–3QVMS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAS vs QVMS

YTD

DimensionalDFAS

+15.7%

QVMSInvesco

+19.3%

+15.7%Year to date+19.3%

−9.4%Worst drop · 1Y−9.7%

15.9%Volatility · 1Y16.7%

1.0%Yield1.3%

$34.7BAssets$237M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.25%highest, QVMS

FundTrailing yieldYield$10k

QVMS1.25%$125

DFAS1.01%$101

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$110most kept, QVMS

QVMS$125 − $15 = $110

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: QVMS, DFAS, VUG

Today

30.4%most shared, QVMS and DFAS

QVMSDFASVUG

QVMS—30.4%0.0%

DFAS30.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.8%QVMS, at 16.7% volatility

DFASWorst drop−9.4%15.9% vol

QVMSWorst drop−9.7%16.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

QVMSDFAS

+19.3%Year to date+15.7%

1.3%Yield1.0%

+21.8%Past year+19.6%

0.15%Fee0.30%

4–0QVMS wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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QVMS, DFAS and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three