Compare · 3 funds side by side · dividends reinvested

SMRI, DFAC and VUG

SMRIBushido×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

SMRI, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.44%+30.3%+35.3%+26.5%[…]−8.7%15.2%$701M1.6

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%$85.7B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

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: SMRI 2023 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

SMRI

Bushido Capital US Equity ETF · $701M[…]

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

DFACMeasureSMRI

+11.4%Year to dateJan 1 → Nov 6+30.3%

+13.8%1 yearTotal return+35.3%

+21.0%3 years · per year$10,000 became $17,722 · $20,248+26.5%

+10.6%5 years · per year$10,000 became $16,525 · […][…]

0.21%Expense ratio$21 · $71 a year on $10k · lower is better0.71%

0.90%Trailing 12-mo yield$90 · $144 a year on $10k1.44%

−8.5%Worst dropSmaller is better−8.7%

12.9%VolatilityLower is calmer15.2%

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

3–4SMRI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SMRI: Top 5 Holdings

Today

DFAC

20.4%in top 5

SMRI

in top 512.5%

DFACStockSMRI

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

not top 5ACN2.9%

2.7%AMZNnot top 5

not top 5ADSK2.5%

not top 5INTU2.4%

not top 5CAH2.4%

not top 5CNC2.3%

1.9%METAnot top 5

Held in common7.7%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs SMRI Returns, Every Period

DimensionalDFAC

+13.8%

past year

SMRIBushido

+35.3%

past year

DFACSMRIFaded: behind in that period

0–3SMRI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs SMRI

YTD

DimensionalDFAC

+11.4%

SMRIBushido

+30.3%

+11.4%Year to date+30.3%

−8.5%Worst drop · 1Y−8.7%

12.9%Volatility · 1Y15.2%

0.9%Yield1.4%

$85.7BAssets$701M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMRI, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

SMRI0.71%$71

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SMRI, DFAC, VUG

1.44%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.44%$144

DFAC0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, SMRI

SMRI$144 − $71 = $73

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SMRI, DFAC, VUG

Today

35.7%most shared, DFAC and VUG

SMRIDFACVUG

SMRI—7.7%4.8%

DFAC7.7%—35.7%

VUG4.8%35.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+35.3%SMRI, at 15.2% volatility

DFACWorst drop−8.5%12.9% vol

SMRIWorst drop−8.7%15.2% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMRIDFAC

+30.3%Year to date+11.4%

1.4%Yield0.9%

+35.3%Past year+13.8%

0.71%Fee0.21%

3–1SMRI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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