Compare · 4 funds side by side · dividends reinvested

VB, DFAS, VUG and VO

VBVanguard×DFASDimensional×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

VB, DFAS, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: VB 2004 · DFAS 1992 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,033

DFAS

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

$10,000 five years ago, dividends reinvested · they hold 50.6% in common

DFASMeasureVB

+16.1%Year to dateJan 1 → Nov 9+15.3%

+20.9%1 yearTotal return+19.2%

+17.5%3 years · per year$10,000 became $16,239 · $16,782+18.8%

+7.0%5 years · per year$10,000 became $14,033 · $13,532+6.2%

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

1.00%Trailing 12-mo yield$100 · $124 a year on $10k1.24%

−9.4%Worst dropSmaller is better−9.0%

15.9%VolatilityLower is calmer16.4%

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

4–4Level

End-of-day Nov 9, 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%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common50.6%

End-of-day Nov 9, 2026 · share of each fund

DFAS vs VB Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

VBVanguard

+6.2%

5 years, per year

DFASVBFaded: behind in that period

3–1DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAS vs VO

YTD

DimensionalDFAS

+16.1%

VOVanguard

+13.6%

+16.1%Year to date+13.6%

−9.4%Worst drop · 1Y−8.2%

15.9%Volatility · 1Y13.1%

1.0%Yield1.4%

$34.7BAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, DFAS, VUG, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

VO0.03%$3

DFAS0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VB, DFAS, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VB1.24%$124

DFAS1.00%$100

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VB$124 − $3 = $121

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VB, DFAS, VUG, VO

Today

50.6%most shared, VB and DFAS

VBDFASVUGVO

VB—50.6%0.4%2.5%

DFAS50.6%—0.0%0.1%

VUG0.4%0.0%—10.2%

VO2.5%0.1%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.9%DFAS, at 15.9% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

VBWorst drop−9.0%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAS

+13.6%Year to date+16.1%

1.4%Yield1.0%

+15.6%Past year+20.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026