Compare · 4 funds side by side · dividends reinvested

RESM, DFAS, VUG and VO

RESMColumbia Threadneedle×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

RESM, 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%$103B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Columbia Research Enhanced Small Cap ETFUS Stock Styles · Small cap0.32%0.08%+15.3%[…][…][…][…][…]$6M3.0

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: RESM 2025 · DFAS 1992 · VUG 2004 · 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$13,927

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

RESMMeasureDFAS

+15.3%Year to dateJan 1 → Nov 6+12.7%

[…]1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

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

0.08%Trailing 12-mo yield$8 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−9.4%

[…]VolatilityLower is calmer15.7%

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

1–2DFAS wins

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

RESM vs DFAS Returns, Every Period

Columbia ThreadneedleRESM

[…]

past year

DFASDimensional

+15.9%

past year

RESMDFASFaded: behind in that period

1–0RESM wins

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

RESM vs VO

YTD

Columbia ThreadneedleRESM

+15.3%

VOVanguard

+10.6%

+15.3%Year to date+10.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y12.9%

0.1%Yield1.4%

$5.7MAssets$103B

1–1level

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

Cost, Income and Risk

Fees: RESM, DFAS, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAS0.30%$30

RESM0.32%$32

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

Yields: RESM, DFAS, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.03%$103

VUG0.42%$42

RESM0.08%$8

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

RESM$8 − $32 = −$24

KeptFee

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

Overlap: RESM, DFAS, VUG, VO

Today

38.1%most shared, RESM and DFAS

RESMDFASVUGVO

RESM—38.1%0.0%0.0%

DFAS38.1%—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

+15.9%DFAS, at 15.7% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% vol

RESMWorst drop[…][…]

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

Paid More vs Made More

YTD

VORESM

+10.6%Year to date+15.3%

1.4%Yield0.1%

+11.6%Past year[…]

0.03%Fee0.32%

2–1VO wins

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