VO vs DFAS

AVO

BDFAS

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DFAS $14,033

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.1%VO and DFAS

DFAS

Vanguard Morningstar Mid-Cap ETF · $103BDimensional - US Small Cap ETF · $34.7B

+18.8%3 years · per year$16,763 · $16,239+17.5%

+6.8%5 years · per year$13,867 · $14,033+7.0%

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

1.35%12-mo yield$135 · $100 on $10k1.00%

−8.2%Worst dropSmaller wins−9.4%

13.1%VolatilityLower wins15.9%

5–1VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVO · DFAS

0.5%CTVA0.1%

0.1%FICO0.0%

Held in common0.1%

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 Four

5Y4 funds

#
1	VUG	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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	SSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	+0.3%	new	new	new	new	[…]	$13M

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

All Four

5Y4 funds

#
1	VUG	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	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	SSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	+0.3%	new	new	new	new	[…]	$13M

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

VO vs DFAS

Vanguard Morningstar Mid-Cap

$13,867

DFAS

Dimensional - US Small Cap

$14,033

MeasureVODFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.35%1.00%

5 years, per year+6.8%+7.0%

3 years, per year+18.8%+17.5%

Worst drop · 1Y−8.2%−9.4%

Volatility · 1Y13.1%15.9%

5–1measures won
VO first

0.1%

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: DFAS, SSCP, VO, VUG

Today

10.2%most shared, VO and VUG

DFASSSCPVOVUG

DFAS—0.5%0.1%0.0%

SSCP0.5%—0.0%0.0%

VO0.1%0.0%—10.2%

VUG0.0%0.0%10.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

SSCP$0 − $79 = −$79

KeptFee

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