Compare · 4 funds side by side · dividends reinvested

AFSC, DFAS, IWF and VUG

AFSCAberdeen×DFASDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

AFSC, DFAS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.06%+22.3%+25.7%[…][…]−10.3%18.4%$11M2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AFSC 1997 · DFAS 1992 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $11M[…]

AFSC

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

AFSCMeasureDFAS

+22.3%Year to dateJan 1 → Nov 4+17.0%

+25.7%1 yearTotal return+20.4%

[…]3 years · per year$10,000 became […] · $16,976+19.3%

[…]5 years · per year$10,000 became […] · $14,758+8.1%

1.09%Expense ratio$109 · $30 a year on $10k · lower is better0.30%

0.06%Trailing 12-mo yield$6 · $100 a year on $10k1.00%

−10.3%Worst dropSmaller is better−9.4%

18.4%VolatilityLower is calmer15.3%

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

2–4DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSC vs DFAS: Top 5 Holdings

Today

AFSC

15.7%in top 5

DFAS

in top 51.4%

AFSCStockDFAS

3.8%KNSAnot top 5

3.2%AHRnot top 5

3.0%QTWOnot top 5

2.9%MMSInot top 5

2.8%LGNDnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common3.2%

End-of-day Nov 4, 2026 · share of each fund

AFSC vs DFAS Returns, Every Period

AberdeenAFSC

+25.7%

past year

DFASDimensional

+20.4%

past year

AFSCDFASFaded: behind in that period

2–0AFSC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AFSC vs DFAS

YTD

AberdeenAFSC

+22.3%

DFASDimensional

+17.0%

+22.3%Year to date+17.0%

−10.3%Worst drop · 1Y−9.4%

18.4%Volatility · 1Y15.3%

0.1%Yield1.0%

$10.6MAssets$35.2B

3–1DFAS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSC, DFAS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

AFSC1.09%$109

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFSC, DFAS, IWF, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

VUG0.40%$40

IWF0.37%$37

AFSC0.06%$6

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFSC, DFAS, IWF, VUG

Today

77.4%most shared, IWF and VUG

AFSCDFASIWFVUG

AFSC—3.2%0.0%0.0%

DFAS3.2%—1.4%0.0%

IWF0.0%1.4%—77.4%

VUG0.0%0.0%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.7%AFSC, at 18.4% volatility

DFASWorst drop−9.4%15.3% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

AFSCWorst drop−10.3%18.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASAFSC

+17.0%Year to date+22.3%

1.0%Yield0.1%

+20.4%Past year+25.7%

0.30%Fee1.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026