VB vs DFAS

AVB

BDFAS

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAS $14,033

Lowest cost0.03%VB · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common50.6%VB and DFAS

DFAS

Vanguard Morningstar Small-Cap ETF · $76.9BDimensional - US Small Cap ETF · $34.7B

+18.8%3 years · per year$16,782 · $16,239+17.5%

+6.2%5 years · per year$13,532 · $14,033+7.0%

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

1.24%12-mo yield$124 · $100 on $10k1.00%

−9.0%Worst dropSmaller wins−9.4%

16.4%VolatilityLower wins15.9%

4–2VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · DFAS

0.2%WCC0.2%

0.2%JAZZ0.2%

0.2%ARMK0.2%

0.2%PNFP0.2%

Held in common50.6%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B

End-of-day Nov 9, 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

$13,533

DFAS

Dimensional - US Small Cap

$14,033

MeasureVBDFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.24%1.00%

5 years, per year+6.2%+7.0%

3 years, per year+18.8%+17.5%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y16.4%15.9%

4–2measures won
VB first

50.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: VB, DFAS, VO, VTV

Today

50.6%most shared, VB and DFAS

VBDFASVOVTV

VB—50.6%2.5%0.7%

DFAS50.6%—0.1%0.1%

VO2.5%0.1%—28.5%

VTV0.7%0.1%28.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

VB$124 − $3 = $121

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee