Compare · 4 funds side by side · dividends reinvested

AVSC, DFAS, VO and IWF

AVSCAvantis×DFASDimensional×VOVanguard×IWFiShares×

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

02 / 04

AVSC, DFAS, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%0.97%+23.5%+29.3%+20.1%[…]−8.1%16.2%$3.2B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: AVSC 2022 · DFAS 1992 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

DFASMeasureIWF

+16.1%Year to dateJan 1 → Nov 9−2.5%

+20.9%1 yearTotal return−2.2%

+17.5%3 years · per year$10,000 became $16,239 · $17,207+19.8%

+7.0%5 years · per year$10,000 became $14,033 · $15,892+9.7%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

1.00%Trailing 12-mo yield$100 · $38 a year on $10k0.38%

−9.4%Worst dropSmaller is better−14.6%

15.9%VolatilityLower is calmer19.5%

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

5–3DFAS 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 IWF: Top 5 Holdings

Today

DFAS

1.3%in top 5

IWF

in top 539.7%

DFASStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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 common1.4%

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

DFAS vs IWF Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

IWFiShares

+9.7%

5 years, per year

DFASIWFFaded: behind in that period

2–2Level

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: AVSC, DFAS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

AVSC0.25%$25

DFAS0.30%$30

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

Yields: AVSC, DFAS, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.00%$100

AVSC0.97%$97

IWF0.38%$38

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

AVSC$97 − $25 = $72

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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

Overlap: AVSC, DFAS, VO, IWF

Today

42.1%most shared, AVSC and DFAS

AVSCDFASVOIWF

AVSC—42.1%0.0%0.1%

DFAS42.1%—0.1%1.4%

VO0.0%0.1%—9.2%

IWF0.1%1.4%9.2%—

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

Return vs Bumpiness: 4 ETFs

+29.3%AVSC, at 16.2% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

AVSCWorst drop−8.1%16.2% 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

VOAVSC

+13.6%Year to date+23.5%

1.4%Yield1.0%

+15.6%Past year+29.3%

0.03%Fee0.25%

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$59.7B

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%

$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