Compare · 3 funds side by side · dividends reinvested

SMLL, VUG and DFAC

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,689DFAC · best of the three

Story of the three · IncomeMost incomeSMLL · 2.08% · $208 a year on $10k

Story of the three · RiskSmallest drop

SMLL, VUG and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.6

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.08%+14.1%+17.2%[…][…]−12.1%17.2%$13M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$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 10, 2026 · returns include dividends · since: SMLL 2024 · VUG 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

DFAC

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 35.8% in common

DFAC

More Ways to See the Pairs

DFAC vs VUG: Top 5 Holdings

Today

DFAC

20.2%in top 5

VUG

in top 545.2%

DFACStockVUG

4.6%NVDA13.5%

5.9%AAPL12.5%

5.0%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SMLL, VUG, DFAC

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

SMLL0.80%$80

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

Yields: SMLL, VUG, DFAC

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

VUG

+13.7%Year to dateJan 1 → Nov 10+3.4%

+16.9%1 yearTotal return+4.2%

+20.5%3 years · per year$10,000 became $17,492 · $18,230+22.2%

+10.8%5 years · per year$10,000 became $16,689 · $16,394+10.4%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−15.1%

13.0%VolatilityLower is calmer19.1%

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

6–2DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.7%AMZNnot top 5

2.0%METAnot top 5

Held in common35.8%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs VUG Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs SMLL

YTD

DimensionalDFAC

+13.7%

SMLLHarbor

+14.1%

+13.7%Year to date+14.1%

−8.5%Worst drop · 1Y−12.1%

13.0%Volatility · 1Y17.2%

0.9%Yield2.1%

$87.7BAssets$13.4M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.08%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.08%$208

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$128most kept, SMLL

SMLL$208 − $80 = $128

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMLL, VUG, DFAC

Today

35.8%most shared, VUG and DFAC

SMLLVUGDFAC

SMLL—0.0%1.0%

VUG0.0%—35.8%

DFAC1.0%35.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.2%SMLL, at 17.2% volatility

DFACWorst drop−8.5%13.0% vol

SMLLWorst drop−12.1%17.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLDFAC

+14.1%Year to date+13.7%

2.1%Yield0.9%

+17.2%Past year+16.9%

0.80%Fee0.21%

3–1SMLL wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SMLL, VUG and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three