Compare · 3 funds side by side · dividends reinvested

VB, DFSV and VUG

VBVanguard×DFSVDimensional×VUGVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeDFSV · 1.39% · $139 a year on $10k

Story of the three · RiskSmallest drop

VB, DFSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.39%+20.1%+24.7%+18.4%[…]−9.4%15.2%$27.5B1.6

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.0%+15.3%+18.2%+5.6%−9.0%16.4%$76.9B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: VB 2004 · DFSV 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Small Cap Value Portfolio ETF Class Shares · $27.5B[…]

DFSV

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFSVMeasure

More Ways to See the Pairs

DFSV vs VUG: Top 5 Holdings

Today

DFSV

3.7%in top 5

VUG

in top 545.2%

DFSVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: VB, DFSV, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

DFSV0.31%$31

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VB, DFSV, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

VUG

+20.1%Year to dateJan 1 → Nov 13+3.9%

+24.7%1 yearTotal return+2.8%

+18.4%3 years · per year$10,000 became $16,578 · $17,979+21.6%

[…]5 years · per year$10,000 became […] · $16,151+10.1%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.39%Trailing 12-mo yield$139 · $41 a year on $10k0.41%

−9.4%Worst dropSmaller is better−15.1%

15.2%VolatilityLower is calmer19.1%

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

5–2DFSV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.9%ELANnot top 5

0.8%SWKSnot top 5

0.7%IVZnot top 5

0.7%ARWnot top 5

0.7%JXNnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

DFSV vs VUG Returns, Every Period

1Y

DimensionalDFSV

+24.7%

past year

VUGVanguard

+2.8%

past year

DFSVVUGFaded: behind in that period

2–1DFSV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFSV vs VB

YTD

DimensionalDFSV

+20.1%

VBVanguard

+14.0%

+20.1%Year to date+14.0%

−9.4%Worst drop · 1Y−9.0%

15.2%Volatility · 1Y16.4%

1.4%Yield1.3%

$27.5BAssets$76.9B

3–1DFSV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.39%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.39%$139

VB1.25%$125

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, VB

VB$125 − $3 = $122

DFSV$139 − $31 = $108

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VB, DFSV, VUG

Today

19.9%most shared, VB and DFSV

VBDFSVVUG

VB—19.9%0.4%

DFSV19.9%—0.0%

VUG0.4%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.7%DFSV, at 15.2% volatility

DFSVWorst drop−9.4%15.2% vol

VBWorst drop−9.0%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVVB

+20.1%Year to date+14.0%

1.4%Yield1.3%

+24.7%Past year+15.3%

0.31%Fee0.03%

3–1DFSV wins

End-of-day Nov 13, 2026

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.8BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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VB, DFSV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three