DFAS vs VUG

ADFAS

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%DFAS · $103 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common0.0%DFAS and VUG

DFAS

VUG

Dimensional - US Small Cap ETF · $33.8BVanguard Morningstar Growth ETF · $233B

+17.3%3 years · per year$16,130 · $18,415+22.6%

+6.8%5 years · per year$13,927 · $16,124+10.0%

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

1.03%12-mo yield$103 · $42 on $10k0.42%

−9.4%Worst dropSmaller wins−15.1%

15.7%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VUG

0.0%FICO0.0%

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	FSML	Franklin Small Cap Enhanced ETFRead Desk	0.45%	0.52%	+0.6%	+14.8%	new	new	new	[…]	$145M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	FSML	Franklin Small Cap Enhanced ETFRead Desk	0.45%	0.52%	+0.6%	+14.8%	new	new	new	[…]	$145M

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 VUG

DFAS

Dimensional - US Small Cap

$13,927

VUG

Vanguard Morningstar Growth

$16,124

MeasureDFASVUG

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.03%0.42%

5 years, per year+6.8%+10.0%

3 years, per year+17.3%+22.6%

Worst drop · 1Y−9.4%−15.1%

Volatility · 1Y15.7%19.0%

3–3measures won
level

0.0%

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$59.1B

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

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: FSML, DFAS, VUG

Today

13.7%most shared, FSML and DFAS

FSMLDFASVUG

FSML—13.7%0.0%

DFAS13.7%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

FSML$52 − $45 = $7

KeptFee

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