Compare · 4 funds side by side · dividends reinvested

DFAS, CPRY, IWF and VUG

DFASDimensional×CPRYCalamos×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

DFAS, CPRY, IWF and VUG, 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%$33.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Calamos Russell 2000 Structured Alt Protection ETF – JanuaryUS Stock Styles · Small cap0.69%0.00%+5.4%+9.0%[…][…]−2.1%3.5%$33M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

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: DFAS 1992 · CPRY 2025 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,093

DFAS

IWF

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

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

DFASMeasureIWF

+16.6%Year to dateJan 1 → Nov 9−5.3%

+21.5%1 yearTotal return−6.5%

+17.7%3 years · per year$10,000 became $16,308 · $17,022+19.4%

+7.1%5 years · per year$10,000 became $14,093 · $15,442+9.1%

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

1.00%Trailing 12-mo yield$100 · $39 a year on $10k0.39%

−9.4%Worst dropSmaller is better−14.6%

16.0%VolatilityLower is calmer19.4%

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 539.8%

DFASStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

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

+7.1%

5 years, per year

IWFiShares

+9.1%

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 VUG

YTD

DimensionalDFAS

+16.6%

VUGVanguard

+4.2%

+16.6%Year to date+4.2%

−9.4%Worst drop · 1Y−15.1%

16.0%Volatility · 1Y19.1%

1.0%Yield0.4%

$33.7BAssets$233B

4–0DFAS wins

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

Cost, Income and Risk

Fees: DFAS, CPRY, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

CPRY0.69%$69

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

Yields: DFAS, CPRY, IWF, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

VUG0.41%$41

IWF0.39%$39

CPRY0.00%$0

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

IWF$39 − $18 = $21

CPRY$0 − $69 = −$69

KeptFee

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

Overlap: DFAS, CPRY, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFASCPRYIWFVUG

DFAS—[…]1.4%0.0%

CPRY[…]—[…][…]

IWF1.4%[…]—78.0%

VUG0.0%[…]78.0%—

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

Return vs Bumpiness: 4 ETFs

+21.5%DFAS, at 16.0% volatility

CPRYWorst drop−2.1%3.5% vol

DFASWorst drop−9.4%16.0% vol

VUGWorst drop−15.1%19.1% 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

DFASCPRY

+16.6%Year to date+5.4%

1.0%Yield0.0%

+21.5%Past year+9.0%

0.30%Fee0.69%

4–0DFAS wins

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

+33.1%

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