Compare · 4 funds side by side · dividends reinvested

AFSC, DFAS, IWF and VO

AFSCAberdeen×DFASDimensional×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

AFSC, DFAS, IWF 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%$103B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.3

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.06%+19.7%+24.6%[…][…]−11.4%19.0%$9M2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

Rank among the four1st → 4thFee, 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: AFSC 1997 · DFAS 1992 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $9M[…]

AFSC

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFSCMeasureIWF

+19.7%Year to dateJan 1 → Nov 9−2.5%

+24.6%1 yearTotal return−2.2%

[…]3 years · per year$10,000 became […] · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

1.09%Expense ratio$109 · $18 a year on $10k · lower is better0.18%

0.06%Trailing 12-mo yield$6 · $38 a year on $10k0.38%

−11.4%Worst dropSmaller is better−14.6%

19.0%VolatilityLower is calmer19.5%

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

4–2AFSC wins

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

More Ways to See the Pairs

AFSC vs IWF: Top 5 Holdings

Today

AFSC

15.6%in top 5

IWF

in top 539.7%

AFSCStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.5%AHRnot top 5

3.2%QTWOnot top 5

3.2%MMSInot top 5

2.9%KWRnot top 5

2.8%SBCFnot top 5

Held in common0.0%

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

AFSC vs IWF Returns, Every Period

AberdeenAFSC

+24.6%

past year

IWFiShares

−2.2%

past year

AFSCIWFFaded: behind in that period

2–0AFSC wins

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

AFSC vs VO

YTD

AberdeenAFSC

+19.7%

VOVanguard

+13.6%

+19.7%Year to date+13.6%

−11.4%Worst drop · 1Y−8.2%

19.0%Volatility · 1Y13.1%

0.1%Yield1.4%

$9.3MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: AFSC, DFAS, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

AFSC1.09%$109

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

Yields: AFSC, DFAS, IWF, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.00%$100

IWF0.38%$38

AFSC0.06%$6

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

IWF$38 − $18 = $20

AFSC$6 − $109 = −$103

KeptFee

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

Overlap: AFSC, DFAS, IWF, VO

Today

9.2%most shared, IWF and VO

AFSCDFASIWFVO

AFSC—3.2%0.0%0.0%

DFAS3.2%—1.4%0.1%

IWF0.0%1.4%—9.2%

VO0.0%0.1%9.2%—

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

Return vs Bumpiness: 4 ETFs

+24.6%AFSC, at 19.0% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

AFSCWorst drop−11.4%19.0% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VOAFSC

+13.6%Year to date+19.7%

1.4%Yield0.1%

+15.6%Past year+24.6%

0.03%Fee1.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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