DFAS vs VBK

ADFAS

BVBK

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common28.9%DFAS and VBK

DFAS

VBK

Dimensional - US Small Cap ETF · $33.7BVanguard Morningstar Small-Cap Growth ETF · $22.8B

+17.3%3 years · per year$16,130 · $16,320+17.7%

+6.8%5 years · per year$13,927 · $11,151+2.2%

0.30%Expense ratio$30 · $5 on $10k · lower wins0.05%

1.03%12-mo yield$103 · $44 on $10k0.44%

−9.4%Worst dropSmaller wins−13.6%

15.7%VolatilityLower wins21.1%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VBK

0.2%HALO0.4%

0.2%MANH0.3%

0.2%RGEN0.3%

0.2%IDCC0.2%

Held in common28.9%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs VBK

DFAS

Dimensional - US Small Cap

$13,927

VBK

Vanguard Morningstar Small-Cap Growth

$11,151

MeasureDFASVBK

Fee0.30%0.05%

Cost on $10k a year$30$5

Yield1.03%0.44%

5 years, per year+6.8%+2.2%

3 years, per year+17.3%+17.7%

Worst drop · 1Y−9.4%−13.6%

Volatility · 1Y15.7%21.1%

4–2measures won
DFAS first

28.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, VBK, VTV

Today

28.9%most shared, DFAS and VBK

DFASVBKVTV

DFAS—28.9%0.1%

VBK28.9%—0.1%

VTV0.1%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAS$103 − $30 = $73

VBK$44 − $5 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee