VBR vs DFAS

AVBR

BDFAS

Measures won6–0VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR · DFAS $14,758

Lowest cost0.05%VBR · $5 on $10k

Most income1.77%VBR · $177 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common49.3%VBR and DFAS

VBR

DFAS

Vanguard Morningstar Small-Cap Value ETF · $35.1BDimensional - US Small Cap ETF · $35.2B

+20.8%3 years · per year$17,630 · $16,976+19.3%

+9.6%5 years · per year$15,849 · $14,758+8.1%

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

1.77%12-mo yield$177 · $100 on $10k1.00%

−8.9%Worst dropSmaller wins−9.4%

13.9%VolatilityLower wins15.3%

6–0VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBR · DFAS

0.3%SWKS0.3%

0.4%WCC0.3%

0.2%MOG-A0.3%

0.3%ELAN0.2%

Held in common49.3%

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	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

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	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

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

VBR vs DFAS

VBR

Vanguard Morningstar Small-Cap Value

$15,849

DFAS

Dimensional - US Small Cap

$14,758

MeasureVBRDFAS

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield1.77%1.00%

5 years, per year+9.6%+8.1%

3 years, per year+20.8%+19.3%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.9%15.3%

6–0measures won
VBR first

49.3%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VBR, DFAS

Today

49.3%most shared, VBR and DFAS

VBRDFAS

VBR—49.3%

DFAS49.3%—

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

DFAS$100 − $30 = $70

KeptFee

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