Compare · 3 funds side by side · dividends reinvested

ISCG, DFAS and VO

ISCGiShares×DFASDimensional×VOVanguard×

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$12,094DFAS · best of the three

02 / 04

ISCG, DFAS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B1.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+11.8%+14.9%+19.6%+3.9%−11.4%18.8%$934M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ISCG 2004 · DFAS 1992 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,033

DFAS

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$12,106

$10,000 five years ago, dividends reinvested · they hold 49.8% in common

DFASMeasureISCG

+16.1%Year to dateJan 1 → Nov 9+11.8%

+20.9%1 yearTotal return+14.9%

+17.5%3 years · per year$10,000 became $16,239 · $17,100+19.6%

+7.0%5 years · per year$10,000 became $14,033 · $12,106+3.9%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

1.00%Trailing 12-mo yield$100 · $65 a year on $10k0.65%

−9.4%Worst dropSmaller is better−11.4%

15.9%VolatilityLower is calmer18.8%

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

6–2DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs ISCG: Top 5 Holdings

Today

DFAS

1.3%in top 5

ISCG

in top 53.8%

DFASStockISCG

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common49.8%

End-of-day Nov 9, 2026 · share of each fund

DFAS vs ISCG Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

DFASISCGFaded: behind in that period

3–1DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAS vs VO

YTD

DimensionalDFAS

+16.1%

VOVanguard

+13.6%

+16.1%Year to date+13.6%

−9.4%Worst drop · 1Y−8.2%

15.9%Volatility · 1Y13.1%

1.0%Yield1.4%

$33.7BAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, DFAS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ISCG0.06%$6

DFAS0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ISCG, DFAS, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.00%$100

ISCG0.65%$65

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

ISCG$65 − $6 = $59

KeptFee

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

Overlap: ISCG, DFAS, VO

Today

49.8%most shared, ISCG and DFAS

ISCGDFASVO

ISCG—49.8%0.4%

DFAS49.8%—0.1%

VO0.4%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAS

+13.6%Year to date+16.1%

1.4%Yield1.0%

+15.6%Past year+20.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026