Compare · 3 funds side by side · dividends reinvested

VB, DFAS and VO

VBVanguard×DFASDimensional×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

VB, DFAS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VB 2004 · DFAS 1992 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,932

DFAS

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

$10,000 five years ago, dividends reinvested · they hold 50.7% in common

DFASMeasureVB

+12.6%Year to dateJan 1 → Nov 5+11.2%

+17.3%1 yearTotal return+14.6%

+17.5%3 years · per year$10,000 became $16,215 · $16,641+18.5%

+6.9%5 years · per year$10,000 became $13,932 · $13,310+5.9%

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

1.04%Trailing 12-mo yield$104 · $129 a year on $10k1.28%

−9.4%Worst dropSmaller is better−9.0%

15.8%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 5, 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

1.4%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%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common50.7%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs VB Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

VBVanguard

+5.9%

5 years, per year

DFASVBFaded: behind in that period

3–1DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs VO

YTD

DimensionalDFAS

+12.6%

VOVanguard

+10.7%

+12.6%Year to date+10.7%

−9.4%Worst drop · 1Y−8.2%

15.8%Volatility · 1Y12.9%

1.0%Yield1.4%

$33.8BAssets$103B

3–1VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, DFAS, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VB, DFAS, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VB1.28%$129

DFAS1.04%$104

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$129 − $3 = $126

DFAS$104 − $30 = $74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VB, DFAS, VO

Today

50.7%most shared, VB and DFAS

VBDFASVO

VB—50.7%2.5%

DFAS50.7%—0.1%

VO2.5%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.8% vol

VBWorst drop−9.0%16.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAS

+10.7%Year to date+12.6%

1.4%Yield1.0%

+12.4%Past year+17.3%

0.03%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026