Compare · 3 funds side by side · dividends reinvested

VO, SMLF and DFAC

VOVanguard×SMLFiShares×DFACDimensional×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

VO, SMLF and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B1.9

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VO 2004 · SMLF 2015 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

VOMeasureSMLF

+13.6%Year to dateJan 1 → Nov 9+16.0%

+15.6%1 yearTotal return+19.5%

+18.8%3 years · per year$10,000 became $16,763 · $17,876+21.4%

+6.8%5 years · per year$10,000 became $13,867 · $15,942+9.8%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.35%Trailing 12-mo yield$135 · $98 a year on $10k0.98%

−8.2%Worst dropSmaller is better−8.7%

13.1%VolatilityLower is calmer17.5%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs SMLF: Top 5 Holdings

Today

5.3%in top 5

SMLF

in top 53.3%

VOStockSMLF

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5EME0.8%

not top 5WSM0.7%

not top 5RS0.6%

not top 5TPR0.6%

not top 5JBL0.6%

Held in common1.0%

End-of-day Nov 9, 2026 · share of each fund

VO vs SMLF Returns, Every Period

VanguardVO

+6.8%

5 years, per year

SMLFiShares

+9.8%

5 years, per year

VOSMLFFaded: behind in that period

0–4SMLF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs SMLF

YTD

VanguardVO

+13.6%

SMLFiShares

+16.0%

+13.6%Year to date+16.0%

−8.2%Worst drop · 1Y−8.7%

13.1%Volatility · 1Y17.5%

1.4%Yield1.0%

$103BAssets$4.2B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, SMLF, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SMLF0.15%$15

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VO, SMLF, DFAC

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SMLF0.98%$98

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SMLF$98 − $15 = $83

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VO, SMLF, DFAC

Today

19.6%most shared, VO and DFAC

VOSMLFDFAC

VO—1.0%19.6%

SMLF1.0%—14.9%

DFAC19.6%14.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.5%SMLF, at 17.5% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

SMLFWorst drop−8.7%17.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSMLF

+13.6%Year to date+16.0%

1.4%Yield1.0%

+15.6%Past year+19.5%

0.03%Fee0.15%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026