Compare · 3 funds side by side · dividends reinvested

VBK, DFAS and IJH

VBKVanguard×DFASDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

VBK, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.8

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.44%+6.3%+6.9%+17.7%+2.2%−13.6%21.1%$22.8B2.5

Rank among the three1st → 3rdFee, 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: VBK 2004 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,151

VBK

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 28.9% in common

VBKMeasureDFAS

+6.3%Year to dateJan 1 → Nov 6+12.7%

+6.9%1 yearTotal return+15.9%

+17.7%3 years · per year$10,000 became $16,320 · $16,130+17.3%

+2.2%5 years · per year$10,000 became $11,151 · $13,927+6.8%

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

0.44%Trailing 12-mo yield$44 · $103 a year on $10k1.03%

−13.6%Worst dropSmaller is better−9.4%

21.1%VolatilityLower is calmer15.7%

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

2–6DFAS wins

End-of-day Nov 6, 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 51.3%

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 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common28.9%

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

VBK vs DFAS Returns, Every Period

VanguardVBK

+2.2%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

VBKDFASFaded: behind in that period

1–3DFAS wins

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

VBK vs IJH

YTD

VanguardVBK

+6.3%

IJHiShares

+9.5%

+6.3%Year to date+9.5%

−13.6%Worst drop · 1Y−8.8%

21.1%Volatility · 1Y15.5%

0.4%Yield1.3%

$22.8BAssets$121B

4–0IJH wins

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

Cost, Income and Risk

Fees: VBK, DFAS, IJH

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

IJH0.05%$5

DFAS0.30%$30

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

Yields: VBK, DFAS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAS1.03%$103

VBK0.44%$44

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

VBK$44 − $5 = $39

KeptFee

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

Overlap: VBK, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

VBKDFASIJH

VBK—28.9%38.8%

DFAS28.9%—40.7%

IJH38.8%40.7%—

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

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

VBKWorst drop−13.6%21.1% vol

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

Paid More vs Made More

YTD

IJHDFAS

+9.5%Year to date+12.7%

1.3%Yield1.0%

+12.9%Past year+15.9%

0.05%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026