DFAS vs VIOG

ADFAS

BVIOG

Measures won5–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · DFAS $14,758

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 common21.7%DFAS and VIOG

DFAS

VIOG

Dimensional - US Small Cap ETF · $35.2BVanguard S&P Small-Cap 600 Growth ETF · $1.0B

+19.3%3 years · per year$16,976 · $16,660+18.5%

+8.1%5 years · per year$14,758 · $13,295+5.9%

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

1.00%12-mo yield$100 · $75 on $10k0.75%

−9.4%Worst dropSmaller wins−10.9%

15.3%VolatilityLower wins16.8%

5–1DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VIOG

0.2%URBN0.5%

0.2%LTH0.7%

0.2%ETSY0.7%

0.2%VSAT1.2%

Held in common21.7%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	BVIOG	Vanguard S&P Small-Cap 600 Growth ETFRead Desk	0.10%	0.75%	+0.9%	+19.2%	+20.6%	+18.5%	+5.9%	−10.9%	$1.0B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	BVIOG	Vanguard S&P Small-Cap 600 Growth ETFRead Desk	0.10%	0.75%	+0.9%	+19.2%	+20.6%	+18.5%	+5.9%	−10.9%	$1.0B

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 VIOG

DFAS

Dimensional - US Small Cap

$14,758

VIOG

Vanguard S&P Small-Cap 600 Growth

$13,295

MeasureDFASVIOG

Fee0.30%0.10%

Cost on $10k a year$30$10

Yield1.00%0.75%

5 years, per year+8.1%+5.9%

3 years, per year+19.3%+18.5%

Worst drop · 1Y−9.4%−10.9%

Volatility · 1Y15.3%16.8%

5–1measures won
DFAS first

21.7%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, VIOG, VUG

Today

21.7%most shared, DFAS and VIOG

DFASVIOGVUG

DFAS—21.7%0.0%

VIOG21.7%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VIOG$75 − $10 = $65

VUG$40 − $3 = $37

KeptFee

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