DFAS vs VTI

ADFAS

BVTI

Measures won0–6VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · DFAS $13,932

Lowest cost0.03%VTI · $3 on $10k

Most income1.05%VTI · $105 on $10k

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

Held in common7.1%DFAS and VTI

DFAS

VTI

Dimensional - US Small Cap ETF · $35.2BVanguard Morningstar Total Stock Market ETF · $689B

+19.3%3 years · per year$16,976 · $19,059+24.0%

+8.1%5 years · per year$14,758 · $17,257+11.5%

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

1.00%12-mo yield$100 · $105 on $10k1.05%

−9.4%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.1%

0–6VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · VTI

0.1%CTVA0.1%

0.0%SNX0.0%

0.0%NTNX0.0%

0.1%ZBRA0.0%

Held in common7.1%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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

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 VTI

DFAS

Dimensional - US Small Cap

$14,758

VTI

Vanguard Morningstar Total Stock Market

$17,258

MeasureDFASVTI

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.00%1.05%

5 years, per year+8.1%+11.5%

3 years, per year+19.3%+24.0%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.3%13.1%

5–0measures won
VTI first

7.1%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 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 5, 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 5, 2026

Overlap: DFAS, VTI

Today

7.1%most shared, DFAS and VTI

DFASVTI

DFAS—7.1%

VTI7.1%—

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

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

DFAS$100 − $30 = $70

KeptFee

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