Compare · 2 funds side by side · dividends reinvested

VB and DFAS

VBVanguard×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

VB and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.5

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,758

DFAS

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

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

DFASMeasureVB

+17.0%Year to dateJan 1 → Nov 4+15.8%

+20.4%1 yearTotal return+17.9%

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

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

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

1.00%Trailing 12-mo yield$100 · $123 a year on $10k1.23%

−9.4%Worst dropSmaller is better−9.0%

15.3%VolatilityLower is calmer15.7%

DFASVB 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

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%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common50.9%

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

DFAS vs VB Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

VBVanguard

+7.1%

5 years, per year

DFASVBFaded: behind in that period

3–1DFAS wins

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

DFAS vs VB

YTD

DimensionalDFAS

+17.0%

VBVanguard

+15.8%

+17.0%Year to date+15.8%

−9.4%Worst drop · 1Y−9.0%

15.3%Volatility · 1Y15.7%

1.0%Yield1.2%

$34.7BAssets$76.9B

2–2level

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

Cost, Income and Risk

Fees: VB, DFAS

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

DFAS0.30%$30

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

Yields: VB, DFAS

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

DFAS1.00%$100

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

DFAS$100 − $30 = $70

KeptFee

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

Overlap: VB, DFAS

Today

50.9%most shared, VB and DFAS

VBDFAS

VB—50.9%

DFAS50.9%—

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

Return vs Bumpiness: 2 ETFs

+20.4%DFAS, at 15.3% volatility

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

VBDFAS

+15.8%Year to date+17.0%

1.2%Yield1.0%

+17.9%Past year+20.4%

0.03%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026