DFAS vs VBR

ADFAS

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VBR $15,143

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VBR · $183 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common49.2%DFAS and VBR

DFAS

VBR

Dimensional - US Small Cap ETF · $33.8BVanguard Morningstar Small-Cap Value ETF · $35.1B

+17.5%3 years · per year$16,215 · $16,965+19.3%

+6.9%5 years · per year$13,932 · $15,143+8.7%

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

1.04%12-mo yield$104 · $183 on $10k1.83%

−9.4%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins14.3%

0–6VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VBR

0.3%SWKS0.3%

0.3%ELAN0.3%

0.2%CCK0.3%

0.2%SJM0.3%

Held in common49.2%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B

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

Cards for this view

DFAS vs VBR

DFAS

Dimensional - US Small Cap

$13,932

VBR

Vanguard Morningstar Small-Cap Value

$15,143

MeasureDFASVBR

Fee0.30%0.05%

Cost on $10k a year$30$5

Yield1.04%1.83%

5 years, per year+6.9%+8.7%

3 years, per year+17.5%+19.3%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.8%14.3%

6–0measures won
VBR first

49.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, VBR, VUG

Today

49.2%most shared, DFAS and VBR

DFASVBRVUG

DFAS—49.2%0.0%

VBR49.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee