Compare · 4 funds side by side · dividends reinvested

AFSM, DFAS, VUG and IWF

AFSMFirst Trust×DFASDimensional×VUGVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeDFAS · 1.00% · $100 a year on $10k

Story of the four · RiskSmallest drop

AFSM, DFAS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.51%+20.8%+22.8%+19.4%+7.7%−9.6%18.1%$135M2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.9B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: AFSM 2019 · DFAS 1992 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Small Cap ETF · $135M$14,523

AFSM

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AFSM vs DFAS: Top 5 Holdings

Today

AFSM

4.5%in top 5

DFAS

in top 51.3%

AFSMStockDFAS

0.9%ETONnot top 5

0.9%KNSAnot top 5

0.9%ANFnot top 5

0.9%NHCnot top 5

0.9%PARRnot top 5

Cost, Income and Risk

Fees: AFSM, DFAS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

AFSM0.75%$75

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DFAS

Dimensional - US Small Cap ETF · $33.9B$13,826

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

AFSMMeasureDFAS

+20.8%Year to dateJan 1 → Nov 11+16.7%

+22.8%1 yearTotal return+19.5%

+19.4%3 years · per year$10,000 became $17,043 · $16,103+17.2%

+7.7%5 years · per year$10,000 became $14,523 · $13,826+6.7%

0.75%Expense ratio$75 · $30 a year on $10k · lower is better0.30%

0.51%Trailing 12-mo yield$51 · $100 a year on $10k1.00%

−9.6%Worst dropSmaller is better−9.4%

18.1%VolatilityLower is calmer15.9%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5CCK0.2%

Held in common16.5%

End-of-day Nov 11, 2026 · share of each fund

AFSM vs DFAS Returns, Every Period

5Y

First TrustAFSM

+7.7%

5 years, per year

DFASDimensional

+6.7%

5 years, per year

AFSMDFASFaded: behind in that period

4–0AFSM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

AFSM vs DFAS

YTD

First TrustAFSM

+20.8%

DFASDimensional

+16.7%

+20.8%Year to date+16.7%

−9.6%Worst drop · 1Y−9.4%

18.1%Volatility · 1Y15.9%

0.5%Yield1.0%

$135MAssets$33.9B

3–1DFAS wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: AFSM, DFAS, VUG, IWF

1Y

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

AFSM0.51%$51

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

IWF$37 − $18 = $19

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: AFSM, DFAS, VUG, IWF

Today

78.0%most shared, VUG and IWF

AFSMDFASVUGIWF

AFSM—16.5%0.4%0.8%

DFAS16.5%—0.0%1.5%

VUG0.4%0.0%—78.0%

IWF0.8%1.5%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+22.8%AFSM, at 18.1% volatility

DFASWorst drop−9.4%15.9% vol

AFSMWorst drop−9.6%18.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFASAFSM

+16.7%Year to date+20.8%

1.0%Yield0.5%

+19.5%Past year+22.8%

0.30%Fee0.75%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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AFSM, DFAS, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four