Compare · 3 funds side by side · dividends reinvested

VO, SMLL and DFAC

VOVanguard×SMLLHarbor×DFACDimensional×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

VO, SMLL and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.8

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$13M2.3

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: VO 2004 · SMLL 2024 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Active Small Cap ETF (SMLL) · $13M[…]

SMLL

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

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

SMLLMeasureDFAC

+12.3%Year to dateJan 1 → Nov 6+11.4%

+10.7%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.80%Expense ratio$80 · $21 a year on $10k · lower is better0.21%

2.11%Trailing 12-mo yield$211 · $90 a year on $10k0.90%

−12.1%Worst dropSmaller is better−8.5%

17.5%VolatilityLower is calmer12.9%

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

2–4DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLL vs DFAC: Top 5 Holdings

Today

SMLL

22.9%in top 5

DFAC

in top 520.4%

SMLLStockDFAC

not top 5AAPL5.9%

5.8%POOLnot top 5

5.7%MORNnot top 5

not top 5MSFT5.0%

not top 5NVDA4.8%

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common1.0%

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

SMLL vs DFAC Returns, Every Period

HarborSMLL

+10.7%

past year

DFACDimensional

+13.8%

past year

SMLLDFACFaded: behind in that period

1–1Level

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

SMLL vs VO

YTD

HarborSMLL

+12.3%

VOVanguard

+10.6%

+12.3%Year to date+10.6%

−12.1%Worst drop · 1Y−8.2%

17.5%Volatility · 1Y12.9%

2.1%Yield1.4%

$13.4MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: VO, SMLL, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAC0.21%$21

SMLL0.80%$80

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

Yields: VO, SMLL, DFAC

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

VO1.39%$139

DFAC0.90%$90

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMLL$211 − $80 = $131

DFAC$90 − $21 = $69

KeptFee

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

Overlap: VO, SMLL, DFAC

Today

19.7%most shared, VO and DFAC

VOSMLLDFAC

VO—0.2%19.7%

SMLL0.2%—1.0%

DFAC19.7%1.0%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SMLLWorst drop−12.1%17.5% vol

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

Paid More vs Made More

YTD

SMLLDFAC

+12.3%Year to date+11.4%

2.1%Yield0.9%

+10.7%Past year+13.8%

0.80%Fee0.21%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026