Compare · 4 funds side by side · dividends reinvested

STAX, DFAC, VO and VUG

STAXNomura×DFACDimensional×VOVanguard×VUGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,443DFAC · best of the four

Story of the four · IncomeMost incomeSTAX · 3.21% · $321 a year on $10k

Story of the four · RiskSmallest drop

STAX, DFAC, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.1

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$11M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: STAX 2023 · DFAC 2005 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,443

DFAC

More Ways to See the Pairs

DFAC vs VUG: Top 5 Holdings

Today

DFAC

19.8%in top 5

VUG

in top 545.2%

DFACStockVUG

4.4%NVDA13.5%

5.9%AAPL12.5%

4.7%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: STAX, DFAC, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

DFAC0.21%$21

STAX0.29%$29

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

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

DFACMeasureVUG

+13.9%Year to dateJan 1 → Nov 13+3.9%

+15.1%1 yearTotal return+2.8%

+20.7%3 years · per year$10,000 became $17,599 · $17,979+21.6%

+10.5%5 years · per year$10,000 became $16,443 · $16,151+10.1%

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%

13.1%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common35.8%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs VUG Returns, Every Period

5Y

DimensionalDFAC

+10.5%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs STAX

YTD

DimensionalDFAC

+13.9%

STAXNomura

+1.0%

+13.9%Year to date+1.0%

−8.5%Worst drop · 1Y−2.7%

13.1%Volatility · 1Y1.9%

0.9%Yield3.2%

$87.7BAssets$11.3M

3–1STAX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: STAX, DFAC, VO, VUG

1Y

3.21%highest, STAX

FundTrailing yieldYield$10k

STAX3.21%$321

VO1.35%$135

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$292most kept, STAX

STAX$321 − $29 = $292

VO$135 − $3 = $132

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: STAX, DFAC, VO, VUG

Today

35.8%most shared, DFAC and VUG

STAXDFACVOVUG

STAX—[…][…][…]

DFAC[…]—19.8%35.8%

VO[…]19.8%—10.2%

VUG[…]35.8%10.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.1%DFAC, at 13.1% volatility

STAXWorst drop−2.7%1.9% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVO

+1.0%Year to date+14.0%

3.2%Yield1.3%

+1.5%Past year+13.7%

0.29%Fee0.03%

3–1VO wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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STAX, DFAC, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four