DFAS vs VB

ADFAS

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DFAS $14,033

Lowest cost0.03%VB · $3 on $10k

Most income1.24%VB · $124 on $10k

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

Held in common50.6%DFAS and VB

DFAS

Dimensional - US Small Cap ETF · $33.7BVanguard Morningstar Small-Cap ETF · $76.9B

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

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

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

1.00%12-mo yield$100 · $124 on $10k1.24%

−9.4%Worst dropSmaller wins−9.0%

15.9%VolatilityLower wins16.4%

2–4VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VB

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 Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	BVB	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 Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	BVB	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

DFAS vs VB

DFAS

Dimensional - US Small Cap

$14,033

Vanguard Morningstar Small-Cap

$13,533

MeasureDFASVB

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.00%1.24%

5 years, per year+7.0%+6.2%

3 years, per year+17.5%+18.8%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.9%16.4%

4–2measures won
VB first

50.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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%

$76.6BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: VB, DFAS, VUG

Today

50.6%most shared, VB and DFAS

VBDFASVUG

VB—50.6%0.4%

DFAS50.6%—0.0%

VUG0.4%0.0%—

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

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

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