VBK vs DFAS

AVBK

BDFAS

Measures won1–5DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common29.5%VBK and DFAS

VBK

DFAS

Vanguard Morningstar Small-Cap Growth ETF · $22.8BDimensional - US Small Cap ETF · $33.8B

+17.3%3 years · per year$16,156 · $16,215+17.5%

+2.0%5 years · per year$11,025 · $13,932+6.9%

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

0.44%12-mo yield$44 · $104 on $10k1.04%

−13.6%Worst dropSmaller wins−9.4%

21.2%VolatilityLower wins15.8%

1–5DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVBK · DFAS

0.4%HALO0.3%

0.3%RGEN0.2%

0.3%MANH0.2%

0.2%IDCC0.2%

Held in common29.5%

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
4	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
4	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

End-of-day Nov 5, 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

$11,025

DFAS

Dimensional - US Small Cap

$13,932

MeasureVBKDFAS

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield0.44%1.04%

5 years, per year+2.0%+6.9%

3 years, per year+17.3%+17.5%

Worst drop · 1Y−13.6%−9.4%

Volatility · 1Y21.2%15.8%

5–1measures won
DFAS first

29.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VBK, DFAS, IWF, VUG

Today

78.0%most shared, IWF and VUG

VBKDFASIWFVUG

VBK—29.5%3.4%0.4%

DFAS29.5%—1.4%0.0%

IWF3.4%1.4%—78.0%

VUG0.4%0.0%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

VBK$44 − $5 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee