VBR vs DFAS

AVBR

BDFAS

Measures won6–0VBR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VBR $15,197

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VBR · $183 on $10k

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

Held in common49.0%VBR and DFAS

VBR

DFAS

Vanguard Morningstar Small-Cap Value ETF · $35.1BDimensional - US Small Cap ETF · $33.7B

+19.0%3 years · per year$16,848 · $16,130+17.3%

+8.7%5 years · per year$15,197 · $13,927+6.8%

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

1.83%12-mo yield$183 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−9.4%

14.2%VolatilityLower wins15.7%

6–0VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVBR · DFAS

0.3%SWKS0.3%

0.3%SJM0.3%

0.3%CCK0.3%

0.3%BJ0.3%

Held in common49.0%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

End-of-day Nov 6, 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

$15,197

DFAS

Dimensional - US Small Cap

$13,927

MeasureVBRDFAS

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield1.83%1.03%

5 years, per year+8.7%+6.8%

3 years, per year+19.0%+17.3%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y14.2%15.7%

6–0measures won
VBR first

49.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VBR, DFAS, VUG

Today

49.0%most shared, VBR and DFAS

VBRDFASVUG

VBR—49.0%0.0%

DFAS49.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee