Compare · 3 funds side by side · dividends reinvested

SAWS, DFAS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

SAWS, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

AAM Sawgrass U.S. Small Cap Quality Growth ETFUS Stock Styles · Small cap0.55%0.02%+5.9%+6.6%[…][…]−15.4%18.3%$7M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: SAWS 2024 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$14,758

DFAS

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFASMeasureVUG

+17.0%Year to dateJan 1 → Nov 4+6.3%

+20.4%1 yearTotal return+3.4%

+19.3%3 years · per year$10,000 became $16,976 · $19,712+25.4%

+8.1%5 years · per year$10,000 became $14,758 · $17,153+11.4%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $40 a year on $10k0.40%

−9.4%Worst dropSmaller is better−16.1%

15.3%VolatilityLower is calmer18.2%

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

5–3DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs VUG: Top 5 Holdings

Today

DFAS

1.4%in top 5

VUG

in top 545.2%

DFASStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFAS vs VUG Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

DFASVUGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAS vs VUG

YTD

DimensionalDFAS

+17.0%

VUGVanguard

+6.3%

+17.0%Year to date+6.3%

−9.4%Worst drop · 1Y−16.1%

15.3%Volatility · 1Y18.2%

1.0%Yield0.4%

$35.2BAssets$233B

4–0DFAS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAWS, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

SAWS0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SAWS, DFAS, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

VUG0.40%$40

SAWS0.02%$2

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

SAWS$2 − $55 = −$53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SAWS, DFAS, VUG

Today

6.0%most shared, SAWS and DFAS

SAWSDFASVUG

SAWS—6.0%0.0%

DFAS6.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

VUGWorst drop−16.1%18.2% vol

SAWSWorst drop−15.4%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASVUG

+17.0%Year to date+6.3%

1.0%Yield0.4%

+20.4%Past year+3.4%

0.30%Fee0.03%

3–1DFAS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026