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$13,310VB · 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%1.41%+18.4%+25.7%+18.9%[…]−9.4%15.1%$28.3B1.3

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−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 5, 2026 · returns include dividends · since: VB 2004 · DFSV 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

DFSV

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

$10,000 five years ago, dividends reinvested · they hold 19.9% in common

VBMeasureDFSV

+11.2%Year to dateJan 1 → Nov 5+18.4%

+14.6%1 yearTotal return+25.7%

+18.5%3 years · per year$10,000 became $16,641 · $16,830+18.9%

+5.9%5 years · per year$10,000 became $13,310 · […][…]

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

1.28%Trailing 12-mo yield$129 · $141 a year on $10k1.41%

−9.0%Worst dropSmaller is better−9.4%

16.2%VolatilityLower is calmer15.1%

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

2–5DFSV wins

End-of-day Nov 5, 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 53.6%

VBStockDFSV

not top 5ELAN0.8%

not top 5SWKS0.7%

0.7%NTRAnot top 5

not top 5IVZ0.7%

not top 5ARW0.7%

not top 5SWK0.7%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common19.9%

End-of-day Nov 5, 2026 · share of each fund

VB vs DFSV Returns, Every Period

VanguardVB

+14.6%

past year

DFSVDimensional

+25.7%

past year

VBDFSVFaded: behind in that period

0–3DFSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VB vs DFSV

YTD

VanguardVB

+11.2%

DFSVDimensional

+18.4%

+11.2%Year to date+18.4%

−9.0%Worst drop · 1Y−9.4%

16.2%Volatility · 1Y15.1%

1.3%Yield1.4%

$76.9BAssets$28.3B

3–1DFSV wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: VB, DFSV

1.41%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.41%$141

VB1.28%$129

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

DFSV$141 − $31 = $110

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VB, DFSV

Today

19.9%most shared, VB and DFSV

VBDFSV

VB—19.9%

DFSV19.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.7%DFSV, at 15.1% volatility

DFSVWorst drop−9.4%15.1% vol

VBWorst drop−9.0%16.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVVB

+18.4%Year to date+11.2%

1.4%Yield1.3%

+25.7%Past year+14.6%

0.31%Fee0.03%

3–1DFSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026