Compare · 2 funds side by side · dividends reinvested

VB and DFSV

VBVanguard×DFSVDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,413VB · best of the two

02 / 04

VB and DFSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.42%+17.9%+24.0%+18.5%[…]−9.4%15.1%$27.1B1.3

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VB 2004 · DFSV 1993

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Value Portfolio ETF Class Shares · $27.1B[…]

DFSV

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

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

DFSVMeasureVB

+17.9%Year to dateJan 1 → Nov 6+11.8%

+24.0%1 yearTotal return+14.0%

+18.5%3 years · per year$10,000 became $16,658 · $16,654+18.5%

[…]5 years · per year$10,000 became […] · $13,413+6.0%

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

1.42%Trailing 12-mo yield$142 · $128 a year on $10k1.28%

−9.4%Worst dropSmaller is better−9.0%

15.1%VolatilityLower is calmer16.2%

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

4–2DFSV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFSV vs VB: Top 5 Holdings

Today

DFSV

3.6%in top 5

in top 52.9%

DFSVStockVB

0.8%ELANnot top 5

0.7%SWKSnot top 5

not top 5NTRA0.7%

0.7%SWKnot top 5

0.7%SSBnot top 5

0.7%IVZnot top 5

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common20.0%

End-of-day Nov 6, 2026 · share of each fund

DFSV vs VB Returns, Every Period

DimensionalDFSV

+24.0%

past year

VBVanguard

+14.0%

past year

DFSVVBFaded: behind in that period

2–0DFSV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFSV vs VB

YTD

DimensionalDFSV

+17.9%

VBVanguard

+11.8%

+17.9%Year to date+11.8%

−9.4%Worst drop · 1Y−9.0%

15.1%Volatility · 1Y16.2%

1.4%Yield1.3%

$27.1BAssets$76.9B

3–1DFSV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, DFSV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

DFSV0.31%$31

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VB, DFSV

1.42%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.42%$142

VB1.28%$128

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

DFSV$142 − $31 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VB, DFSV

Today

20.0%most shared, VB and DFSV

VBDFSV

VB—20.0%

DFSV20.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.0%DFSV, at 15.1% volatility

DFSVWorst drop−9.4%15.1% vol

VBWorst drop−9.0%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVVB

+17.9%Year to date+11.8%

1.4%Yield1.3%

+24.0%Past year+14.0%

0.31%Fee0.03%

3–1DFSV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026