Compare · 3 funds side by side · dividends reinvested

VB, DFAS and IJH

VBVanguard×DFASDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

VB, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

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: VB 2004 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$13,927

DFAS

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

$10,000 five years ago, dividends reinvested · they hold 50.4% in common

DFASMeasureVB

+12.7%Year to dateJan 1 → Nov 6+11.8%

+15.9%1 yearTotal return+14.0%

+17.3%3 years · per year$10,000 became $16,130 · $16,654+18.5%

+6.8%5 years · per year$10,000 became $13,927 · $13,413+6.0%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $128 a year on $10k1.28%

−9.4%Worst dropSmaller is better−9.0%

15.7%VolatilityLower is calmer16.2%

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

4–4Level

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

More Ways to See the Pairs

DFAS vs VB: Top 5 Holdings

Today

DFAS

1.3%in top 5

in top 52.9%

DFASStockVB

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common50.4%

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

DFAS vs VB Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

VBVanguard

+6.0%

5 years, per year

DFASVBFaded: behind in that period

3–1DFAS wins

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

DFAS vs VB

YTD

DimensionalDFAS

+12.7%

VBVanguard

+11.8%

+12.7%Year to date+11.8%

−9.4%Worst drop · 1Y−9.0%

15.7%Volatility · 1Y16.2%

1.0%Yield1.3%

$33.7BAssets$76.9B

2–2level

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

Cost, Income and Risk

Fees: VB, DFAS, IJH

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJH0.05%$5

DFAS0.30%$30

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

Yields: VB, DFAS, IJH

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$128

IJH1.25%$125

DFAS1.03%$103

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

KeptFee

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

Overlap: VB, DFAS, IJH

Today

50.4%most shared, VB and DFAS

VBDFASIJH

VB—50.4%41.6%

DFAS50.4%—40.7%

IJH41.6%40.7%—

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

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

VBWorst drop−9.0%16.2% vol

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

Paid More vs Made More

YTD

VBDFAS

+11.8%Year to date+12.7%

1.3%Yield1.0%

+14.0%Past year+15.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026