DFAS vs VB

ADFAS

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DFAS $14,758

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common50.9%DFAS and VB

DFAS

Dimensional - US Small Cap ETF · $35.2BVanguard Morningstar Small-Cap ETF · $76.9B

+19.3%3 years · per year$16,976 · $17,489+20.5%

+8.1%5 years · per year$14,758 · $14,105+7.1%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

1.00%12-mo yield$100 · $123 on $10k1.23%

−9.4%Worst dropSmaller wins−9.0%

15.3%VolatilityLower wins15.7%

2–4VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VB

0.3%WCC0.2%

0.2%ARMK0.2%

0.2%CRL0.2%

0.2%DINO0.2%

Held in common50.9%

End-of-day Nov 4, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs VB

DFAS

Dimensional - US Small Cap

$14,758

Vanguard Morningstar Small-Cap

$14,105

MeasureDFASVB

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.00%1.23%

5 years, per year+8.1%+7.1%

3 years, per year+19.3%+20.5%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.3%15.7%

4–2measures won
VB first

50.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: DFAS, VB, IWF

Today

50.9%most shared, DFAS and VB

DFASVBIWF

DFAS—50.9%1.4%

VB50.9%—4.0%

IWF1.4%4.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee