Compare · 3 funds side by side · dividends reinvested

DFAS, CALF and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

DFAS, CALF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B1.9

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.10%+31.3%+36.9%+13.6%+7.1%−7.9%16.3%$3.8B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.3

Rank among the three1st → 3rdFee, 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: DFAS 1992 · CALF 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

CALF

Pacer US Small Cap Cash Cows ETF · $3.8B$14,060

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IWFMeasureCALF

−5.3%Year to dateJan 1 → Nov 9+31.3%

−6.5%1 yearTotal return+36.9%

+19.4%3 years · per year$10,000 became $17,022 · $14,646+13.6%

+9.1%5 years · per year$10,000 became $15,442 · $14,060+7.1%

0.18%Expense ratio$18 · $59 a year on $10k · lower is better0.59%

0.39%Trailing 12-mo yield$39 · $110 a year on $10k1.10%

−14.6%Worst dropSmaller is better−7.9%

19.4%VolatilityLower is calmer16.3%

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

3–5CALF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs CALF: Top 5 Holdings

Today

IWF

39.8%in top 5

CALF

in top 510.5%

IWFStockCALF

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5OMC2.2%

not top 5CTSH2.1%

not top 5THC2.1%

not top 5SUNB2.1%

not top 5KHC2.0%

Held in common0.3%

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

IWF vs CALF Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

CALFPacer

+7.1%

5 years, per year

IWFCALFFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWF vs CALF

YTD

iSharesIWF

−5.3%

CALFPacer

+31.3%

−5.3%Year to date+31.3%

−14.6%Worst drop · 1Y−7.9%

19.4%Volatility · 1Y16.3%

0.4%Yield1.1%

$115BAssets$3.8B

4–0CALF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, CALF, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

CALF0.59%$59

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

Yields: DFAS, CALF, IWF

1.10%highest, CALF

FundTrailing yieldYield$10k

CALF1.10%$110

DFAS1.00%$100

IWF0.39%$39

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

CALF$110 − $59 = $51

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, CALF, IWF

Today

11.6%most shared, DFAS and CALF

DFASCALFIWF

DFAS—11.6%1.4%

CALF11.6%—0.3%

IWF1.4%0.3%—

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

Return vs Bumpiness: 3 ETFs

+36.9%CALF, at 16.3% volatility

DFASWorst drop−9.4%16.0% vol

CALFWorst drop−7.9%16.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CALFDFAS

+31.3%Year to date+16.6%

1.1%Yield1.0%

+36.9%Past year+21.5%

0.59%Fee0.30%

3–1CALF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

+33.1%

VIGVanguard

+14.8%

+33.1%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