Compare · 4 funds side by side · dividends reinvested

DFAS, CSB, IWF and VUG

DFASDimensional×CSBVictoryShares×IWFiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · best of the four

Story of the four · IncomeMost incomeCSB · 3.11% · $311 a year on $10k

Story of the four · RiskSmallest drop

DFAS, CSB, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B2.3

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.11%+16.3%+17.9%+14.4%+5.3%−9.5%13.0%$248M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · CSB 2015 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,661

DFAS

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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 5OGS1.7%

not top 5AVA1.6%

not top 5NJR1.6%

Cost, Income and Risk

Fees: DFAS, CSB, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

CSB0.39%$39

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF · $248M$12,928

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

DFASMeasureCSB

+15.2%Year to dateJan 1 → Nov 12+16.3%

+17.7%1 yearTotal return+17.9%

+16.9%3 years · per year$10,000 became $15,968 · $14,989+14.4%

+6.4%5 years · per year$10,000 became $13,661 · $12,928+5.3%

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

1.01%Trailing 12-mo yield$101 · $311 a year on $10k3.11%

−9.4%Worst dropSmaller is better−9.5%

16.0%VolatilityLower is calmer13.0%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common9.0%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs CSB Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

CSBVictoryShares

+5.3%

5 years, per year

DFASCSBFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs CSB

YTD

DimensionalDFAS

+15.2%

CSBVictoryShares

+16.3%

+15.2%Year to date+16.3%

−9.4%Worst drop · 1Y−9.5%

16.0%Volatility · 1Y13.0%

1.0%Yield3.1%

$33.9BAssets$248M

3–1CSB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFAS, CSB, IWF, VUG

1Y

3.11%highest, CSB

FundTrailing yieldYield$10k

CSB3.11%$311

DFAS1.01%$101

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$272most kept, CSB

CSB$311 − $39 = $272

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, CSB, IWF, VUG

Today

77.8%most shared, IWF and VUG

DFASCSBIWFVUG

DFAS—9.0%1.5%0.0%

CSB9.0%—0.0%0.0%

IWF1.5%0.0%—77.8%

VUG0.0%0.0%77.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.9%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

DFASWorst drop−9.4%16.0% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CSBDFAS

+16.3%Year to date+15.2%

3.1%Yield1.0%

+17.9%Past year+17.7%

0.39%Fee0.30%

3–1CSB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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DFAS, CSB, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four