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%$85.6B1.6
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%$425M2.0
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
Vanguard Morningstar Growth ETF · $233B$16,124
VUG
SIZE
iShares MSCI USA Size Factor ETF · $425M$14,104

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

VUGMeasureSIZE
+1.4%Year to dateJan 1 → Nov 6+10.6%
+0.2%1 yearTotal return+12.4%
+22.6%3 years · per year$10,000 became $18,415 · $16,431+18.0%
+10.0%5 years · per year$10,000 became $16,124 · $14,104+7.1%
0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%
0.42%Trailing 12-mo yield$42 · $139 a year on $10k1.39%
−15.1%Worst dropSmaller is better−8.0%
19.0%VolatilityLower is calmer13.2%
VUGSIZE Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5SIZE 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

VUG vs SIZE: Top 5 Holdings

Today
VUG
45.2%in top 5
SIZE
in top 52.0%
VUGStockSIZE
13.5%NVDAnot top 5
12.5%AAPLnot top 5
9.7%MSFTnot top 5
5.2%GOOGLnot top 5
4.3%AVGOnot top 5
not top 5SN0.4%
not top 5TEAM0.4%
not top 5KMB0.4%
not top 5OKTA0.4%
not top 5VMRK0.4%
Held in common17.5%
End-of-day Nov 6, 2026 · share of each fund
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VUG vs SIZE Returns, Every Period

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

YTD
VanguardVUG
+1.4%
SIZEiShares
+10.6%
Jan 1Nov 6+1.4%+10.6%
+1.4%Year to date+10.6%
−15.1%Worst drop · 1Y−8.0%
19.0%Volatility · 1Y13.2%
0.4%Yield1.4%
$233BAssets$425M
4–0SIZE wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
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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
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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
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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$59.7B
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