Compare · 3 funds side by side · dividends reinvested

DFAS, CSB and IWF

DFASDimensional×CSBVictoryShares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

DFAS, CSB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.9

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.05%+18.1%+22.3%+16.9%+6.6%−9.5%12.8%$246M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · CSB 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$14,758

DFAS

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$13,767

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

DFASMeasureCSB

+17.0%Year to dateJan 1 → Nov 4+18.1%

+20.4%1 yearTotal return+22.3%

+19.3%3 years · per year$10,000 became $16,976 · $15,990+16.9%

+8.1%5 years · per year$10,000 became $14,758 · $13,767+6.6%

0.30%Expense ratio$30 · $39 a year on $10k · lower is better0.39%

1.00%Trailing 12-mo yield$100 · $305 a year on $10k3.05%

−9.4%Worst dropSmaller is better−9.5%

15.3%VolatilityLower is calmer12.8%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs CSB: Top 5 Holdings

Today

DFAS

1.4%in top 5

CSB

in top 58.3%

DFASStockCSB

not top 5SWX1.7%

not top 5IDA1.7%

not top 5OGS1.6%

not top 5SR1.6%

not top 5NJR1.6%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common9.0%

End-of-day Nov 4, 2026 · share of each fund

DFAS vs CSB Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

CSBVictoryShares

+6.6%

5 years, per year

DFASCSBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAS vs CSB

YTD

DimensionalDFAS

+17.0%

CSBVictoryShares

+18.1%

+17.0%Year to date+18.1%

−9.4%Worst drop · 1Y−9.5%

15.3%Volatility · 1Y12.8%

1.0%Yield3.1%

$35.2BAssets$246M

3–1CSB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, CSB, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

CSB0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAS, CSB, IWF

3.05%highest, CSB

FundTrailing yieldYield$10k

CSB3.05%$305

DFAS1.00%$100

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, CSB, IWF

Today

9.0%most shared, DFAS and CSB

DFASCSBIWF

DFAS—9.0%1.4%

CSB9.0%—0.0%

IWF1.4%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.3%CSB, at 12.8% volatility

CSBWorst drop−9.5%12.8% vol

DFASWorst drop−9.4%15.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSBDFAS

+18.1%Year to date+17.0%

3.1%Yield1.0%

+22.3%Past year+20.4%

0.39%Fee0.30%

3–1CSB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026