Compare · 3 funds side by side · dividends reinvested

VBR, DFAS and VUG

VBRVanguard×DFASDimensional×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $6,688 · 2022VUG$16,124VBR$15,197DFAS$13,927Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three
02 / 04

VBR, DFAS and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B1.4
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3
Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.4
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: VBR 2004 · DFAS 1992 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,197
VBR
DFAS
Dimensional - US Small Cap ETF · $33.7B$13,927

$10,000 five years ago, dividends reinvested · they hold 49.0% in common

VBRMeasureDFAS
+15.9%Year to dateJan 1 → Nov 6+12.7%
+19.5%1 yearTotal return+15.9%
+19.0%3 years · per year$10,000 became $16,848 · $16,130+17.3%
+8.7%5 years · per year$10,000 became $15,197 · $13,927+6.8%
0.05%Expense ratio$5 · $30 a year on $10k · lower is better0.30%
1.83%Trailing 12-mo yield$183 · $103 a year on $10k1.03%
−8.9%Worst dropSmaller is better−9.4%
14.2%VolatilityLower is calmer15.7%
VBRDFAS Winner of the row, in its colourEach row: the bigger of the two fills its side
8–0VBR wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

VBR vs DFAS: Top 5 Holdings

Today
VBR
3.3%in top 5
in top 51.3%
VBRStockDFAS
0.8%MRNAnot top 5
0.7%JBLnot top 5
0.6%WSMnot top 5
0.6%ATOnot top 5
0.6%FFIVnot top 5
not top 5SWKS0.3%
not top 5CCK0.3%
not top 5SJM0.3%
not top 5BJ0.3%
not top 5UMBF0.2%
Held in common49.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

VBR vs DFAS Returns, Every Period

5Y
VanguardVBR
+8.7%
5 years, per year
DFASDimensional
+6.8%
5 years, per year
0%+10%+20%+15.9%+12.7%YTD+19.5%+15.9%1 year+19.0%+17.3%3 yrs · yr+8.7%+6.8%5 yrs · yr
VBRDFASFaded: behind in that period
4–0VBR wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

VBR vs DFAS

YTD
VanguardVBR
+15.9%
DFASDimensional
+12.7%
Jan 1Nov 6+15.9%+12.7%
+15.9%Year to date+12.7%
−8.9%Worst drop · 1Y−9.4%
14.2%Volatility · 1Y15.7%
1.8%Yield1.0%
$35.1BAssets$33.7B
4–0VBR wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VBR, DFAS, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
VBR0.05%$5
DFAS0.30%$30
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: VBR, DFAS, VUG

1Y
1.83%highest, VBR
FundTrailing yieldYield$10k
VBR1.83%$183
DFAS1.03%$103
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$178most kept, VBR
VBR$183 − $5 = $178
DFAS$103 − $30 = $73
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: VBR, DFAS, VUG

Today
49.0%most shared, VBR and DFAS
VBRDFASVUG
VBR—49.0%0.0%
DFAS49.0%—0.0%
VUG0.0%0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+19.5%VBR, at 14.2% volatility
0%+5%+10%+15%+20%+25%10%15%20%25%Volatility · 1 year → bumpierVBR +19.5%DFAS +15.9%VUG +0.2%
VBRWorst drop−8.9%14.2% vol
DFASWorst drop−9.4%15.7% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+15.9%+12.7%
+15.9%Year to date+12.7%
1.8%Yield1.0%
+19.5%Past year+15.9%
0.05%Fee0.30%
4–0VBR wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com