Compare · 3 funds side by side · dividends reinvested

SIZE, DFAC and VOO

SIZEiShares×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

SIZE, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.9

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.4%+16.0%+18.1%+7.5%−8.0%13.4%$425M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

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: SIZE 2013 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

SIZE

iShares MSCI USA Size Factor ETF · $425M$14,354

$10,000 five years ago, dividends reinvested · they hold 39.9% in common

VOOMeasureSIZE

+11.3%Year to dateJan 1 → Nov 9+13.4%

+13.6%1 yearTotal return+16.0%

+22.0%3 years · per year$10,000 became $18,159 · $16,483+18.1%

+11.9%5 years · per year$10,000 became $17,543 · $14,354+7.5%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.07%Trailing 12-mo yield$107 · $136 a year on $10k1.36%

−8.9%Worst dropSmaller is better−8.0%

13.7%VolatilityLower is calmer13.4%

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

3–5SIZE wins

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

More Ways to See the Pairs

VOO vs SIZE: Top 5 Holdings

Today

VOO

28.3%in top 5

SIZE

in top 51.9%

VOOStockSIZE

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5SN0.4%

not top 5KMB0.4%

not top 5OKTA0.4%

not top 5VMRK0.4%

not top 5VEEV0.4%

Held in common39.9%

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

VOO vs SIZE Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

SIZEiShares

+7.5%

5 years, per year

VOOSIZEFaded: behind in that period

2–2Level

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

Core vs Stocks: VOO vs SIZE

YTD

VanguardVOO

+11.3%

SIZEiShares

+13.4%

+11.3%Year to date+13.4%

−8.9%Worst drop · 1Y−8.0%

13.7%Volatility · 1Y13.4%

1.1%Yield1.4%

$1.00TAssets$425M

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SIZE0.15%$15

DFAC0.21%$21

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

Yields: SIZE, DFAC, VOO

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

VOO1.07%$107

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, SIZE

SIZE$136 − $15 = $121

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

KeptFee

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

Overlap: SIZE, DFAC, VOO

Today

67.4%most shared, DFAC and VOO

SIZEDFACVOO

SIZE—42.8%39.9%

DFAC42.8%—67.4%

VOO39.9%67.4%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SIZEWorst drop−8.0%13.4% vol

VOOWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SIZEDFAC

+13.4%Year to date+14.1%

1.4%Yield0.9%

+16.0%Past year+17.7%

0.15%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026