Compare · 3 funds side by side · dividends reinvested

VB, DFSV and IJH

VBVanguard×DFSVDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,620IJH · best of the three

02 / 04

VB, DFSV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.37%+22.3%+28.5%+20.4%[…]−9.4%14.7%$28.3B1.7

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.3

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 · DFSV 1993 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $28.3B[…]

$10,000 five years ago, dividends reinvested · they hold 20.1% in common

VBMeasureDFSV

+15.8%Year to dateJan 1 → Nov 4+22.3%

+17.9%1 yearTotal return+28.5%

+20.5%3 years · per year$10,000 became $17,489 · $17,471+20.4%

+7.1%5 years · per year$10,000 became $14,105 · […][…]

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

1.23%Trailing 12-mo yield$123 · $137 a year on $10k1.37%

−9.0%Worst dropSmaller is better−9.4%

15.7%VolatilityLower is calmer14.7%

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

3–4DFSV wins

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 DFSV: Top 5 Holdings

Today

2.9%in top 5

DFSV

in top 53.7%

VBStockDFSV

not top 5ELAN0.8%

not top 5SWKS0.8%

not top 5ARW0.7%

not top 5DINO0.7%

0.7%NTRAnot top 5

not top 5IVZ0.7%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common20.1%

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

VB vs DFSV Returns, Every Period

VanguardVB

+17.9%

past year

DFSVDimensional

+28.5%

past year

VBDFSVFaded: behind in that period

1–2DFSV wins

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

VB vs DFSV

YTD

VanguardVB

+15.8%

DFSVDimensional

+22.3%

+15.8%Year to date+22.3%

−9.0%Worst drop · 1Y−9.4%

15.7%Volatility · 1Y14.7%

1.2%Yield1.4%

$76.9BAssets$28.3B

3–1DFSV wins

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

Cost, Income and Risk

Fees: VB, DFSV, IJH

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJH0.05%$5

DFSV0.31%$31

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

Yields: VB, DFSV, IJH

1.37%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.37%$137

VB1.23%$123

IJH1.21%$121

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IJH$121 − $5 = $116

DFSV$137 − $31 = $106

KeptFee

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

Overlap: VB, DFSV, IJH

Today

41.6%most shared, VB and IJH

VBDFSVIJH

VB—20.1%41.6%

DFSV20.1%—20.5%

IJH41.6%20.5%—

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

Return vs Bumpiness: 3 ETFs

+28.5%DFSV, at 14.7% volatility

DFSVWorst drop−9.4%14.7% vol

IJHWorst drop−8.8%15.0% 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

DFSVVB

+22.3%Year to date+15.8%

1.4%Yield1.2%

+28.5%Past year+17.9%

0.31%Fee0.03%

3–1DFSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026