Compare · 4 funds side by side · dividends reinvested

CALF, DFAS, VUG and IWF

CALFPacer×DFASDimensional×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

CALF, DFAS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.13%+28.6%+33.3%+13.6%+7.4%−7.9%16.2%$3.9B2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: CALF 2017 · DFAS 1992 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,927

DFAS

CALF

Pacer US Small Cap Cash Cows ETF · $3.9B$14,272

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

DFASMeasureCALF

+12.7%Year to dateJan 1 → Nov 6+28.6%

+15.9%1 yearTotal return+33.3%

+17.3%3 years · per year$10,000 became $16,130 · $14,659+13.6%

+6.8%5 years · per year$10,000 became $13,927 · $14,272+7.4%

0.30%Expense ratio$30 · $59 a year on $10k · lower is better0.59%

1.03%Trailing 12-mo yield$103 · $113 a year on $10k1.13%

−9.4%Worst dropSmaller is better−7.9%

15.7%VolatilityLower is calmer16.2%

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

3–5CALF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs CALF: Top 5 Holdings

Today

DFAS

1.3%in top 5

CALF

in top 510.5%

DFASStockCALF

not top 5CTSH2.2%

not top 5OMC2.1%

not top 5THC2.1%

not top 5SUNB2.0%

not top 5KHC2.0%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common11.8%

End-of-day Nov 6, 2026 · share of each fund

DFAS vs CALF Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

CALFPacer

+7.4%

5 years, per year

DFASCALFFaded: behind in that period

1–3CALF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAS vs CALF

YTD

DimensionalDFAS

+12.7%

CALFPacer

+28.6%

+12.7%Year to date+28.6%

−9.4%Worst drop · 1Y−7.9%

15.7%Volatility · 1Y16.2%

1.0%Yield1.1%

$33.8BAssets$3.9B

3–1CALF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CALF, DFAS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

CALF0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CALF, DFAS, VUG, IWF

1.13%highest, CALF

FundTrailing yieldYield$10k

CALF1.13%$113

DFAS1.03%$103

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

CALF$113 − $59 = $54

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CALF, DFAS, VUG, IWF

Today

78.0%most shared, VUG and IWF

CALFDFASVUGIWF

CALF—11.8%0.0%0.3%

DFAS11.8%—0.0%1.4%

VUG0.0%0.0%—78.0%

IWF0.3%1.4%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+33.3%CALF, at 16.2% volatility

DFASWorst drop−9.4%15.7% vol

CALFWorst drop−7.9%16.2% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CALFDFAS

+28.6%Year to date+12.7%

1.1%Yield1.0%

+33.3%Past year+15.9%

0.59%Fee0.30%

3–1CALF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026