Compare · 3 funds side by side · dividends reinvested

SIZE, DFAC and VUG

SIZEiShares×DFACDimensional×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,102 · 2022DFAC$16,525VUG$16,124SIZE$14,104Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three
02 / 04

SIZE, DFAC and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.6
iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+10.6%+12.4%+18.0%+7.1%−8.0%13.2%$426M2.0
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4
Rank among the three1st → 3rdFee, 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: SIZE 2013 · DFAC 2005 · VUG 2004
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Head to Head

5Y
iShares MSCI USA Size Factor ETF · $426M$14,104
SIZE
VUG
Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

SIZEMeasureVUG
+10.6%Year to dateJan 1 → Nov 6+1.4%
+12.4%1 yearTotal return+0.2%
+18.0%3 years · per year$10,000 became $16,431 · $18,415+22.6%
+7.1%5 years · per year$10,000 became $14,104 · $16,124+10.0%
0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%
1.39%Trailing 12-mo yield$139 · $42 a year on $10k0.42%
−8.0%Worst dropSmaller is better−15.1%
13.2%VolatilityLower is calmer19.0%
SIZEVUG Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3SIZE wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SIZE vs VUG: Top 5 Holdings

Today
SIZE
2.0%in top 5
VUG
in top 545.2%
SIZEStockVUG
not top 5NVDA13.5%
not top 5AAPL12.5%
not top 5MSFT9.7%
not top 5GOOGL5.2%
not top 5AVGO4.3%
0.4%SNnot top 5
0.4%TEAMnot top 5
0.4%KMBnot top 5
0.4%OKTAnot top 5
0.4%VMRKnot top 5
Held in common17.5%
End-of-day Nov 6, 2026 · share of each fund
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SIZE vs VUG Returns, Every Period

5Y
iSharesSIZE
+7.1%
5 years, per year
VUGVanguard
+10.0%
5 years, per year
0%+10%+20%+30%+10.6%+1.4%YTD+12.4%+0.2%1 year+18.0%+22.6%3 yrs · yr+7.1%+10.0%5 yrs · yr
SIZEVUGFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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SIZE vs DFAC

YTD
iSharesSIZE
+10.6%
DFACDimensional
+11.4%
Jan 1Nov 6+10.6%+11.4%
+10.6%Year to date+11.4%
−8.0%Worst drop · 1Y−8.5%
13.2%Volatility · 1Y12.9%
1.4%Yield0.9%
$426MAssets$85.7B
2–2level
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SIZE, DFAC, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SIZE0.15%$15
DFAC0.21%$21
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SIZE, DFAC, VUG

1Y
1.39%highest, SIZE
FundTrailing yieldYield$10k
SIZE1.39%$139
DFAC0.90%$90
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$124most kept, SIZE
SIZE$139 − $15 = $124
DFAC$90 − $21 = $69
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SIZE, DFAC, VUG

Today
42.8%most shared, SIZE and DFAC
SIZEDFACVUG
SIZE—42.8%17.5%
DFAC42.8%—35.7%
VUG17.5%35.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+13.8%DFAC, at 12.9% volatility
0%+5%+10%+15%+20%5%10%15%20%25%Volatility · 1 year → bumpierDFAC +13.8%SIZE +12.4%VUG +0.2%
DFACWorst drop−8.5%12.9% vol
SIZEWorst drop−8.0%13.2% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+10.6%+11.4%
+10.6%Year to date+11.4%
1.4%Yield0.9%
+12.4%Past year+13.8%
0.15%Fee0.21%
2–2level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com