VBK vs DFAS

AVBK

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · VBK $11,893

Lowest cost0.05%VBK · $5 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common29.6%VBK and DFAS

VBK

DFAS

Vanguard Morningstar Small-Cap Growth ETF · $22.8BDimensional - US Small Cap ETF · $34.7B

+19.9%3 years · per year$17,239 · $16,976+19.3%

+3.5%5 years · per year$11,893 · $14,758+8.1%

0.05%Expense ratio$5 · $30 on $10k · lower wins0.30%

0.42%12-mo yield$42 · $100 on $10k1.00%

−11.4%Worst dropSmaller wins−9.4%

20.5%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · DFAS

0.4%HALO0.3%

0.3%RGEN0.2%

0.2%IDCC0.2%

0.3%MANH0.2%

Held in common29.6%

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B

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

VBK vs DFAS

VBK

Vanguard Morningstar Small-Cap Growth

$11,893

DFAS

Dimensional - US Small Cap

$14,758

MeasureVBKDFAS

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield0.42%1.00%

5 years, per year+3.5%+8.1%

3 years, per year+19.9%+19.3%

Worst drop · 1Y−11.4%−9.4%

Volatility · 1Y20.5%15.3%

4–2measures won
DFAS first

29.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VBK, DFAS

Today

29.6%most shared, VBK and DFAS

VBKDFAS

VBK—29.6%

DFAS29.6%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VBK$42 − $5 = $37

KeptFee

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