Compare · 4 funds side by side · dividends reinvested

SIZE, DFAC, VOO and VUG

SIZEiShares×DFACDimensional×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,156VOO · best of the four

02 / 04

SIZE, DFAC, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$441M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: SIZE 2013 · DFAC 2005 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $441M$14,165

SIZE

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 42.8% in common

SIZEMeasureDFAC

+14.9%Year to dateJan 1 → Nov 5+15.8%

+16.4%1 yearTotal return+17.7%

+20.0%3 years · per year$10,000 became $17,299 · $18,682+23.2%

+8.2%5 years · per year$10,000 became $14,800 · $17,417+11.7%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

1.34%Trailing 12-mo yield$134 · $87 a year on $10k0.87%

−8.0%Worst dropSmaller is better−8.5%

12.7%VolatilityLower is calmer12.3%

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

3–5DFAC wins

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

More Ways to See the Pairs

SIZE vs DFAC: Top 5 Holdings

Today

SIZE

2.0%in top 5

DFAC

in top 520.5%

SIZEStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

0.4%OKTAnot top 5

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%NTRAnot top 5

Held in common42.8%

End-of-day Nov 5, 2026 · share of each fund

SIZE vs DFAC Returns, Every Period

iSharesSIZE

+8.2%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

SIZEDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SIZE vs VOO

YTD

iSharesSIZE

+14.9%

VOOVanguard

+13.4%

+14.9%Year to date+13.4%

−8.0%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y12.8%

1.3%Yield1.1%

$441MAssets$1.00T

4–0SIZE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, DFAC, VOO, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

SIZE0.15%$15

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SIZE, DFAC, VOO, VUG

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

VOO1.05%$105

DFAC0.87%$87

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

VOO$105 − $3 = $102

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SIZE, DFAC, VOO, VUG

Today

67.8%most shared, DFAC and VOO

SIZEDFACVOOVUG

SIZE—42.8%40.1%18.0%

DFAC42.8%—67.8%36.2%

VOO40.1%67.8%—58.2%

VUG18.0%36.2%58.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

SIZEWorst drop−8.0%12.7% vol

VOOWorst drop−8.9%12.8% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEDFAC

+14.9%Year to date+15.8%

1.3%Yield0.9%

+16.4%Past year+17.7%

0.15%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

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 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026