Compare · 2 funds side by side · dividends reinvested

VBK and DFAS

VBKVanguard×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

VBK and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.3

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.4%+10.0%+19.9%+3.1%−11.4%20.5%$22.8B1.8

Rank among the two1st → 2ndFee, 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: VBK 2004 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,893

VBK

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,758

$10,000 five years ago, dividends reinvested · they hold 29.6% in common

VBKMeasureDFAS

+10.4%Year to dateJan 1 → Nov 4+15.7%

+10.0%1 yearTotal return+19.0%

+19.9%3 years · per year$10,000 became $17,233 · $16,881+19.1%

+3.1%5 years · per year$10,000 became $11,659 · $14,320+7.4%

0.05%Expense ratio$5 · $30 a year on $10k · lower is better0.30%

0.42%Trailing 12-mo yield$42 · $101 a year on $10k1.01%

−11.4%Worst dropSmaller is better−9.4%

20.5%VolatilityLower is calmer15.3%

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

2–6DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VBK vs DFAS: Top 5 Holdings

Today

VBK

6.4%in top 5

DFAS

in top 51.4%

VBKStockDFAS

1.6%NTRAnot top 5

1.3%TWLOnot top 5

1.2%RVMDnot top 5

1.2%ILMNnot top 5

1.2%Pnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common29.6%

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

VBK vs DFAS Returns, Every Period

VanguardVBK

+3.1%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

VBKDFASFaded: behind in that period

1–3DFAS wins

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

VBK vs DFAS

YTD

VanguardVBK

+10.4%

DFASDimensional

+15.7%

+10.4%Year to date+15.7%

−11.4%Worst drop · 1Y−9.4%

20.5%Volatility · 1Y15.3%

0.4%Yield1.0%

$22.8BAssets$34.7B

4–0DFAS wins

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

Cost, Income and Risk

Fees: VBK, DFAS

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

DFAS0.30%$30

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

Yields: VBK, DFAS

1.01%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.01%$101

VBK0.42%$42

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

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

VBK$42 − $5 = $37

KeptFee

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

Overlap: VBK, DFAS

Today

29.6%most shared, VBK and DFAS

VBKDFAS

VBK—29.6%

DFAS29.6%—

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

Return vs Bumpiness: 2 ETFs

+19.0%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

VBKWorst drop−11.4%20.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASVBK

+15.7%Year to date+10.4%

1.0%Yield0.4%

+19.0%Past year+10.0%

0.30%Fee0.05%

3–1DFAS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026