Compare · 2 funds side by side · dividends reinvested

DFAS and IWM

DFASDimensional×IWMiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,832IWM · 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

iShares Russell 2000 ETF · $75.8B$13,064

IWM

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,320

$10,000 five years ago, dividends reinvested · they hold 50.2% in common

IWMMeasureDFAS

+14.4%Year to dateJan 1 → Nov 3+15.7%

+14.8%1 yearTotal return+19.0%

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

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

0.19%Expense ratio$19 · $30 a year on $10k · lower is better0.30%

0.98%Trailing 12-mo yield$98 · $101 a year on $10k1.01%

−11.1%Worst dropSmaller is better−9.4%

18.1%VolatilityLower is calmer15.3%

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

2–6DFAS wins

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

More Ways to See the Pairs

IWM vs DFAS: Top 5 Holdings

Today

IWM

1.9%in top 5

DFAS

in top 51.4%

IWMStockDFAS

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%FROGnot top 5

0.3%TWSTnot top 5

0.3%MOG-A0.3%

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common50.2%

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

IWM vs DFAS Returns, Every Period

iSharesIWM

+5.5%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

IWMDFASFaded: behind in that period

1–3DFAS wins

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

IWM vs DFAS

YTD

iSharesIWM

+14.4%

DFASDimensional

+15.7%

+14.4%Year to date+15.7%

−11.1%Worst drop · 1Y−9.4%

18.1%Volatility · 1Y15.3%

1.0%Yield1.0%

$75.8BAssets$34.7B

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