Compare · 3 funds side by side · dividends reinvested

RESM, DFAS and VO

RESMColumbia Threadneedle×DFASDimensional×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,093DFAS · best of the three

02 / 04

RESM, DFAS and VO, 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%$103B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B1.8

Columbia Research Enhanced Small Cap ETFUS Stock Styles · Small cap0.32%0.08%+16.9%[…][…][…][…][…]$6M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: RESM 2025 · DFAS 1992 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Small Cap ETF · $6M[…]

RESM

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,093

$10,000 five years ago, dividends reinvested · they hold 38.1% in common

RESMMeasureDFAS

+16.9%Year to dateJan 1 → Nov 9+16.6%

[…]1 yearTotal return+21.5%

[…]3 years · per year$10,000 became […] · $16,308+17.7%

[…]5 years · per year$10,000 became […] · $14,093+7.1%

0.32%Expense ratio$32 · $30 a year on $10k · lower is better0.30%

0.08%Trailing 12-mo yield$8 · $100 a year on $10k1.00%

[…]Worst dropSmaller is better−9.4%

[…]VolatilityLower is calmer16.0%

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

1–2DFAS wins

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

More Ways to See the Pairs

RESM vs DFAS: Top 5 Holdings

Today

RESM

2.6%in top 5

DFAS

in top 51.3%

RESMStockDFAS

0.6%GKOSnot top 5

0.5%UMBF0.2%

0.5%BTSGnot top 5

0.5%ONBnot top 5

0.5%CTREnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

Held in common38.1%

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

RESM vs DFAS Returns, Every Period

Columbia ThreadneedleRESM

[…]

past year

DFASDimensional

+21.5%

past year

RESMDFASFaded: behind in that period

1–0RESM wins

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

RESM vs VO

YTD

Columbia ThreadneedleRESM

+16.9%

VOVanguard

+13.6%

+16.9%Year to date+13.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.1%

0.1%Yield1.4%

$5.7MAssets$103B

1–1level

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

Cost, Income and Risk

Fees: RESM, DFAS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAS0.30%$30

RESM0.32%$32

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

Yields: RESM, DFAS, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.00%$100

RESM0.08%$8

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

RESM$8 − $32 = −$24

KeptFee

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

Overlap: RESM, DFAS, VO

Today

38.1%most shared, RESM and DFAS

RESMDFASVO

RESM—38.1%0.0%

DFAS38.1%—0.1%

VO0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+21.5%DFAS, at 16.0% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%16.0% vol

RESMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VORESM

+13.6%Year to date+16.9%

1.4%Yield0.1%

+15.6%Past year[…]

0.03%Fee0.32%

2–1VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026