Compare · 2 funds side by side · dividends reinvested

VIG and DFAS

VIGVanguard×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

VIG and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.8

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: VIG 2006 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$14,758

DFAS

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

DFASMeasureVIG

+17.0%Year to dateJan 1 → Nov 4+16.4%

+20.4%1 yearTotal return+18.9%

+19.3%3 years · per year$10,000 became $16,976 · $17,533+20.6%

+8.1%5 years · per year$10,000 became $14,758 · $17,005+11.2%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

1.00%Trailing 12-mo yield$100 · $144 a year on $10k1.44%

−9.4%Worst dropSmaller is better−7.9%

15.3%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

DFAS vs VIG: Top 5 Holdings

Today

DFAS

1.4%in top 5

VIG

in top 522.1%

DFASStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common3.9%

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

DFAS vs VIG Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

DFASVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: DFAS vs VIG

YTD

DimensionalDFAS

+17.0%

VIGVanguard

+16.4%

+17.0%Year to date+16.4%

−9.4%Worst drop · 1Y−7.9%

15.3%Volatility · 1Y10.2%

1.0%Yield1.4%

$35.2BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, DFAS

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DFAS0.30%$30

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

Yields: VIG, DFAS

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

DFAS1.00%$100

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

DFAS$100 − $30 = $70

KeptFee

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

Overlap: VIG, DFAS

Today

3.9%most shared, VIG and DFAS

VIGDFAS

VIG—3.9%

DFAS3.9%—

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

Return vs Bumpiness: 2 ETFs

+20.4%DFAS, at 15.3% volatility

VIGWorst drop−7.9%10.2% vol

DFASWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

VIGDFAS

+16.4%Year to date+17.0%

1.4%Yield1.0%

+18.9%Past year+20.4%

0.04%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026