VUG vs DFAS

AVUG

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DFAS $14,033

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common0.0%VUG and DFAS

VUG

DFAS

Vanguard Morningstar Growth ETF · $233BDimensional - US Small Cap ETF · $34.7B

+22.9%3 years · per year$18,569 · $16,239+17.5%

+10.6%5 years · per year$16,565 · $14,033+7.0%

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

0.41%12-mo yield$41 · $100 on $10k1.00%

−15.1%Worst dropSmaller wins−9.4%

19.1%VolatilityLower wins15.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · DFAS

0.0%FICO0.0%

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	AFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+2.7%	+19.7%	+24.6%	new	new	−11.4%	$9M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	AFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+2.7%	+19.7%	+24.6%	new	new	−11.4%	$9M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs DFAS

VUG

Vanguard Morningstar Growth

$16,565

DFAS

Dimensional - US Small Cap

$14,033

MeasureVUGDFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield0.41%1.00%

5 years, per year+10.6%+7.0%

3 years, per year+22.9%+17.5%

Worst drop · 1Y−15.1%−9.4%

Volatility · 1Y19.1%15.9%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: AFSC, DFAS, VUG

Today

3.2%most shared, AFSC and DFAS

AFSCDFASVUG

AFSC—3.2%0.0%

DFAS3.2%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

AFSC$6 − $109 = −$103

KeptFee

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