Compare · 3 funds side by side · dividends reinvested

VB, DFSV and VUG

VBVanguard×DFSVDimensional×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · 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%+20.6%+26.9%+17.3%[…]−9.4%15.2%$27.6B1.7

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+14.8%+17.2%+17.8%+6.2%−9.0%16.3%$76.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−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 10, 2026 · returns include dividends · since: VB 2004 · DFSV 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap ETF · $76.9B$13,477

VB

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $27.6B[…]

$10,000 five years ago, dividends reinvested · they hold 20.0% in common

VBMeasure

More Ways to See the Pairs

VB vs DFSV: Top 5 Holdings

Today

VB

2.9%in top 5

DFSV

in top 53.7%

VBStockDFSV

not top 5ELAN0.9%

not top 5SWKS0.7%

0.7%NTRAnot top 5

not top 5IVZ0.7%

not top 5SWK0.7%

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 10, 2026 · fee on $10,000 a year

Yields: VB, DFSV, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

DFSV

+14.8%Year to dateJan 1 → Nov 10+20.6%

+17.2%1 yearTotal return+26.9%

+17.8%3 years · per year$10,000 became $16,326 · $16,132+17.3%

+6.2%5 years · per year$10,000 became $13,477 · […][…]

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

1.24%Trailing 12-mo yield$124 · $139 a year on $10k1.39%

−9.0%Worst dropSmaller is better−9.4%

16.3%VolatilityLower is calmer15.2%

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

3–4DFSV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SSB0.7%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common20.0%

End-of-day Nov 10, 2026 · share of each fund

VB vs DFSV Returns, Every Period

1Y

VanguardVB

+17.2%

past year

DFSVDimensional

+26.9%

past year

VBDFSVFaded: behind in that period

1–2DFSV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VB vs DFSV

YTD

VanguardVB

+14.8%

DFSVDimensional

+20.6%

+14.8%Year to date+20.6%

−9.0%Worst drop · 1Y−9.4%

16.3%Volatility · 1Y15.2%

1.2%Yield1.4%

$76.9BAssets$27.6B

3–1DFSV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.39%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.39%$139

VB1.24%$124

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, VB

VB$124 − $3 = $121

DFSV$139 − $31 = $108

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VB, DFSV, VUG

Today

20.0%most shared, VB and DFSV

VBDFSVVUG

VB—20.0%0.4%

DFSV20.0%—0.0%

VUG0.4%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.9%DFSV, at 15.2% volatility

DFSVWorst drop−9.4%15.2% vol

VBWorst drop−9.0%16.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVVB

+20.6%Year to date+14.8%

1.4%Yield1.2%

+26.9%Past year+17.2%

0.31%Fee0.03%

3–1DFSV wins

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 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