VB vs DFAS

AVB

BDFAS

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

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

Held in common50.9%VB and DFAS

DFAS

Vanguard Morningstar Small-Cap ETF · $76.9BDimensional - US Small Cap ETF · $35.2B

+20.5%3 years · per year$17,489 · $16,976+19.3%

+7.1%5 years · per year$14,105 · $14,758+8.1%

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

1.23%12-mo yield$123 · $100 on $10k1.00%

−9.0%Worst dropSmaller wins−9.4%

15.7%VolatilityLower wins15.3%

4–2VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · DFAS

0.2%WCC0.3%

0.2%ARMK0.2%

0.2%CRL0.2%

0.2%DINO0.2%

Held in common50.9%

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 Four

5Y4 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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

VB vs DFAS

Vanguard Morningstar Small-Cap

$14,105

DFAS

Dimensional - US Small Cap

$14,758

MeasureVBDFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.23%1.00%

5 years, per year+7.1%+8.1%

3 years, per year+20.5%+19.3%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y15.7%15.3%

4–2measures won
VB first

50.9%

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

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

Overlap: VB, DFAS, IWF, VUG

Today

77.4%most shared, IWF and VUG

VBDFASIWFVUG

VB—50.9%4.0%0.4%

DFAS50.9%—1.4%0.0%

IWF4.0%1.4%—77.4%

VUG0.4%0.0%77.4%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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