DFSV vs VB

ADFSV

BVB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income1.42%DFSV · $142 on $10k

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

Held in common20.0%DFSV and VB

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $27.1BVanguard Morningstar Small-Cap ETF · $76.9B

+18.5%3 years · per year$16,658 · $16,654+18.5%

[…]5 years · per year[…] · $13,413+6.0%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

1.42%12-mo yield$142 · $128 on $10k1.28%

−9.4%Worst dropSmaller wins−9.0%

15.1%VolatilityLower wins16.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSV · VB

0.4%WCC0.2%

0.6%DINO0.2%

0.5%OVV0.2%

0.5%APA0.2%

Held in common20.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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

DFSV vs VB

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

Vanguard Morningstar Small-Cap

$13,413

MeasureDFSVVB

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.42%1.28%

5 years, per year[…]+6.0%

3 years, per year+18.5%+18.5%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.1%16.2%

2–2measures won
level

20.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

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

Overlap: DFSV, VB, VUG

Today

20.0%most shared, DFSV and VB

DFSVVBVUG

DFSV—20.0%0.0%

VB20.0%—0.4%

VUG0.0%0.4%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

DFSV$142 − $31 = $111

VUG$42 − $3 = $39

KeptFee

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