Compare · 3 funds side by side · dividends reinvested

VO, SSCP and DFAC

VOVanguard×SSCPSmart×DFACDimensional×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

VO, SSCP and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.5

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: VO 2004 · SSCP 2026 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

SMART Small Cap ETF · $14M[…]

SSCP

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SSCPMeasureVO

[…]Year to dateJan 1 → Nov 5+10.7%

[…]1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $16,795+18.9%

[…]5 years · per year$10,000 became […] · $13,616+6.4%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $139 a year on $10k1.39%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer12.9%

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

0–2VO wins

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

More Ways to See the Pairs

SSCP vs VO: Top 5 Holdings

Today

SSCP

35.5%in top 5

in top 55.3%

SSCPStockVO

7.9%VIAnot top 5

7.6%QNSTnot top 5

7.1%MAXnot top 5

6.7%GCTnot top 5

6.2%PAYSnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SSCP vs VO Returns, Every Period

SmartSSCP

[…]

past year

VOVanguard

+12.4%

past year

Returns […]

SSCPVOFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SSCP vs VO

YTD

SmartSSCP

[…]

VOVanguard

+10.7%

[…]Year to date+10.7%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y12.9%

0.0%Yield1.4%

$13.9MAssets$103B

1–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, SSCP, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAC0.21%$21

SSCP0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VO, SSCP, DFAC

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAC0.90%$90

SSCP0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

SSCP$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VO, SSCP, DFAC

Today

19.6%most shared, VO and DFAC

VOSSCPDFAC

VO—0.0%19.6%

SSCP0.0%—0.1%

DFAC19.6%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SSCPWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+10.7%Year to date+11.2%

1.4%Yield0.9%

+12.4%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026