Compare · 3 funds side by side · dividends reinvested

VB, DFAS and VTV

VBVanguard×DFASDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

VB, DFAS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: VB 2004 · DFAS 1992 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 50.9% in common

VBMeasureDFAS

+15.8%Year to dateJan 1 → Nov 4+17.0%

+17.9%1 yearTotal return+20.4%

+20.5%3 years · per year$10,000 became $17,489 · $16,976+19.3%

+7.1%5 years · per year$10,000 became $14,105 · $14,758+8.1%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.23%Trailing 12-mo yield$123 · $100 a year on $10k1.00%

−9.0%Worst dropSmaller is better−9.4%

15.7%VolatilityLower is calmer15.3%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs DFAS: Top 5 Holdings

Today

2.9%in top 5

DFAS

in top 51.4%

VBStockDFAS

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common50.9%

End-of-day Nov 4, 2026 · share of each fund

VB vs DFAS Returns, Every Period

VanguardVB

+7.1%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

VBDFASFaded: behind in that period

1–3DFAS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VB vs VTV

YTD

VanguardVB

+15.8%

VTVVanguard

+22.8%

+15.8%Year to date+22.8%

−9.0%Worst drop · 1Y−6.4%

15.7%Volatility · 1Y10.2%

1.2%Yield1.8%

$76.9BAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, DFAS, VTV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VTV0.03%$3

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VB, DFAS, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

VB1.23%$123

DFAS1.00%$100

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VB$123 − $3 = $120

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VB, DFAS, VTV

Today

50.9%most shared, VB and DFAS

VBDFASVTV

VB—50.9%0.7%

DFAS50.9%—0.1%

VTV0.7%0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

DFASWorst drop−9.4%15.3% vol

VBWorst drop−9.0%15.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAS

+22.8%Year to date+17.0%

1.8%Yield1.0%

+27.5%Past year+20.4%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026