VBK vs DFAS

AVBK

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common29.2%VBK and DFAS

VBK

DFAS

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

+18.4%3 years · per year$16,577 · $16,239+17.5%

+2.5%5 years · per year$11,329 · $14,033+7.0%

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

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

−13.6%Worst dropSmaller wins−9.4%

21.4%VolatilityLower wins15.9%

2–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVBK · DFAS

0.3%RGEN0.2%

0.3%MANH0.2%

0.2%CART0.2%

0.2%IDCC0.2%

Held in common29.2%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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
4	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+3.7%	+10.3%	+12.7%	+18.4%	+2.5%	−13.6%	$22.8B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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
4	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+3.7%	+10.3%	+12.7%	+18.4%	+2.5%	−13.6%	$22.8B

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

VBK vs DFAS

VBK

Vanguard Morningstar Small-Cap Growth

$11,329

DFAS

Dimensional - US Small Cap

$14,033

MeasureVBKDFAS

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield0.42%1.00%

5 years, per year+2.5%+7.0%

3 years, per year+18.4%+17.5%

Worst drop · 1Y−13.6%−9.4%

Volatility · 1Y21.4%15.9%

4–2measures won
DFAS first

29.2%

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$61.4B

1–1level

End-of-day Nov 9, 2026

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

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: VBK, DFAS, VUG, VTV

Today

29.2%most shared, VBK and DFAS

VBKDFASVUGVTV

VBK—29.2%0.4%0.1%

DFAS29.2%—0.0%0.1%

VUG0.4%0.0%—1.9%

VTV0.1%0.1%1.9%—

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

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

VBK$42 − $5 = $37

KeptFee

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