Compare · 2 funds side by side · dividends reinvested

DFAS and IWM

DFASDimensional×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,320DFAS · best of the two

02 / 04

DFAS and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFAS 1992 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Dimensional - US Small Cap ETF · $34.7B$11,565

DFAS

IWM

iShares Russell 2000 ETF · $75.8B$11,443

$10,000 since Jan 1, dividends reinvested · they hold 50.2% in common

DFASMeasureIWM

+15.7%Year to dateJan 1 → Nov 3+14.4%

+19.0%1 yearTotal return+14.8%

+19.1%3 years · per year$10,000 became $16,881 · $17,832+21.3%

+7.4%5 years · per year$10,000 became $14,320 · $13,064+5.5%

0.30%Expense ratio$30 · $19 a year on $10k · lower is better0.19%

1.01%Trailing 12-mo yield$101 · $98 a year on $10k0.98%

−9.4%Worst dropSmaller is better−11.1%

15.3%VolatilityLower is calmer18.1%

DFASIWM Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2DFAS wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs IWM: Top 5 Holdings

Today

DFAS

1.4%in top 5

IWM

in top 51.9%

DFASStockIWM

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

0.3%MOG-A0.3%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%WCCnot top 5

0.3%RRCnot top 5

Held in common50.2%

End-of-day Nov 3, 2026 · share of each fund

DFAS vs IWM Returns, Every Period

DimensionalDFAS

+7.4%

5 years, per year

IWMiShares

+5.5%

5 years, per year

DFASIWMFaded: behind in that period

3–1DFAS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAS vs IWM

YTD

DimensionalDFAS

+15.7%

IWMiShares

+14.4%

+15.7%Year to date+14.4%

−9.4%Worst drop · 1Y−11.1%

15.3%Volatility · 1Y18.1%

1.0%Yield1.0%

$34.7BAssets$75.8B

3–0DFAS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

DFAS0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAS, IWM

1.01%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.01%$101

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAS, IWM

Today

50.2%most shared, DFAS and IWM

DFASIWM

DFAS—50.2%

IWM50.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFASIWM

+15.7%Year to date+14.4%

1.0%Yield1.0%

+19.0%Past year+14.8%

0.30%Fee0.19%

2–1DFAS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026