Compare · 4 funds side by side · dividends reinvested

VUG, JSML, DFAC and VO

VUGVanguard×JSMLJanus Henderson×DFACDimensional×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,869DFAC · best of the four

02 / 04

VUG, JSML, DFAC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.4%+18.1%+21.3%+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%$103B2.3

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.7%+21.8%+23.0%+6.2%−14.8%22.4%$366M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, 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: VUG 2004 · JSML 2016 · DFAC 2005 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JSML

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,512

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

VOMeasureJSML

+13.6%Year to dateJan 1 → Nov 9+20.7%

+15.6%1 yearTotal return+21.8%

+18.8%3 years · per year$10,000 became $16,763 · $18,602+23.0%

+6.8%5 years · per year$10,000 became $13,867 · $13,512+6.2%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.35%Trailing 12-mo yield$135 · $30 a year on $10k0.30%

−8.2%Worst dropSmaller is better−14.8%

13.1%VolatilityLower is calmer22.4%

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

5–3VO wins

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 JSML: Top 5 Holdings

Today

5.3%in top 5

JSML

in top 510.3%

VOStockJSML

not top 5RHP2.2%

not top 5CON2.2%

not top 5OPCH2.1%

not top 5CVLT2.0%

not top 5ZWS1.9%

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

Held in common0.0%

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

VO vs JSML Returns, Every Period

VanguardVO

+6.8%

5 years, per year

JSMLJanus Henderson

+6.2%

5 years, per year

VOJSMLFaded: behind in that period

1–3JSML wins

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

VO vs DFAC

YTD

VanguardVO

+13.6%

DFACDimensional

+14.4%

+13.6%Year to date+14.4%

−8.2%Worst drop · 1Y−8.5%

13.1%Volatility · 1Y13.1%

1.4%Yield0.9%

$103BAssets$85.6B

2–1VO wins

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

Cost, Income and Risk

Fees: VUG, JSML, DFAC, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

JSML0.30%$30

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

Yields: VUG, JSML, DFAC, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAC0.88%$88

VUG0.41%$41

JSML0.30%$30

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

JSML$30 − $30 = $0

KeptFee

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

Overlap: VUG, JSML, DFAC, VO

Today

35.7%most shared, VUG and DFAC

VUGJSMLDFACVO

VUG—0.0%35.7%10.2%

JSML0.0%—1.3%0.0%

DFAC35.7%1.3%—19.7%

VO10.2%0.0%19.7%—

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

Return vs Bumpiness: 4 ETFs

+21.8%JSML, at 22.4% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

JSMLWorst drop−14.8%22.4% vol

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

Paid More vs Made More

YTD

VOJSML

+13.6%Year to date+20.7%

1.4%Yield0.3%

+15.6%Past year+21.8%

0.03%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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