Compare · 3 funds side by side · dividends reinvested

AVUV, DFAS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,621AVUV · best of the three

02 / 04

AVUV, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Value ETFUS Stock Styles · Small cap0.25%1.26%+19.4%+26.5%+19.5%+10.7%−8.2%15.2%$32.3B1.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AVUV 2019 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Value ETF · $32.3B$16,621

AVUV

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

AVUVMeasureDFAS

+19.4%Year to dateJan 1 → Nov 5+12.6%

+26.5%1 yearTotal return+17.3%

+19.5%3 years · per year$10,000 became $17,080 · $16,215+17.5%

+10.7%5 years · per year$10,000 became $16,621 · $13,932+6.9%

0.25%Expense ratio$25 · $30 a year on $10k · lower is better0.30%

1.26%Trailing 12-mo yield$126 · $104 a year on $10k1.04%

−8.2%Worst dropSmaller is better−9.4%

15.2%VolatilityLower is calmer15.8%

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

8–0AVUV wins

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

More Ways to See the Pairs

AVUV vs DFAS: Top 5 Holdings

Today

AVUV

4.4%in top 5

DFAS

in top 51.4%

AVUVStockDFAS

1.0%GATXnot top 5

0.9%LYFTnot top 5

0.9%MATXnot top 5

0.8%Mnot top 5

0.8%CROXnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common26.7%

End-of-day Nov 5, 2026 · share of each fund

AVUV vs DFAS Returns, Every Period

AvantisAVUV

+10.7%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

AVUVDFASFaded: behind in that period

4–0AVUV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AVUV vs DFAS

YTD

AvantisAVUV

+19.4%

DFASDimensional

+12.6%

+19.4%Year to date+12.6%

−8.2%Worst drop · 1Y−9.4%

15.2%Volatility · 1Y15.8%

1.3%Yield1.0%

$32.3BAssets$35.2B

4–0AVUV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVUV, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

AVUV0.25%$25

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVUV, DFAS, IWF

1.26%highest, AVUV

FundTrailing yieldYield$10k

AVUV1.26%$126

DFAS1.04%$104

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, AVUV

AVUV$126 − $25 = $101

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AVUV, DFAS, IWF

Today

26.7%most shared, AVUV and DFAS

AVUVDFASIWF

AVUV—26.7%0.0%

DFAS26.7%—1.4%

IWF0.0%1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.5%AVUV, at 15.2% volatility

AVUVWorst drop−8.2%15.2% vol

DFASWorst drop−9.4%15.8% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AVUVDFAS

+19.4%Year to date+12.6%

1.3%Yield1.0%

+26.5%Past year+17.3%

0.25%Fee0.30%

4–0AVUV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026