Compare · 4 funds side by side · dividends reinvested

DFAS, CSB, VO and IWF

DFASDimensional×CSBVictoryShares×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

DFAS, CSB, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.08%+17.4%+21.7%+15.1%+5.7%−9.5%13.0%$244M2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.0

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 · CSB 2015 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,033

DFAS

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244M$13,187

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

DFASMeasureCSB

+16.1%Year to dateJan 1 → Nov 9+17.4%

+20.9%1 yearTotal return+21.7%

+17.5%3 years · per year$10,000 became $16,239 · $15,235+15.1%

+7.0%5 years · per year$10,000 became $14,033 · $13,187+5.7%

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

1.00%Trailing 12-mo yield$100 · $308 a year on $10k3.08%

−9.4%Worst dropSmaller is better−9.5%

15.9%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 9, 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

1.3%in top 5

CSB

in top 58.4%

DFASStockCSB

not top 5SWX1.7%

not top 5IDA1.7%

not top 5SR1.7%

not top 5AVA1.7%

not top 5OGS1.7%

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 common9.2%

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

DFAS vs CSB Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

CSBVictoryShares

+5.7%

5 years, per year

DFASCSBFaded: behind in that period

2–2Level

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

DFAS vs CSB

YTD

DimensionalDFAS

+16.1%

CSBVictoryShares

+17.4%

+16.1%Year to date+17.4%

−9.4%Worst drop · 1Y−9.5%

15.9%Volatility · 1Y13.0%

1.0%Yield3.1%

$34.7BAssets$244M

3–1CSB wins

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

Cost, Income and Risk

Fees: DFAS, CSB, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

CSB0.39%$39

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

Yields: DFAS, CSB, VO, IWF

3.08%highest, CSB

FundTrailing yieldYield$10k

CSB3.08%$308

VO1.35%$135

DFAS1.00%$100

IWF0.38%$38

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

Income After Fees on $10,000

$269most kept, CSB

CSB$308 − $39 = $269

VO$135 − $3 = $132

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAS, CSB, VO, IWF

Today

9.2%most shared, VO and IWF

DFASCSBVOIWF

DFAS—9.2%0.1%1.4%

CSB9.2%—0.0%0.0%

VO0.1%0.0%—9.2%

IWF1.4%0.0%9.2%—

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

Return vs Bumpiness: 4 ETFs

+21.7%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

CSBDFAS

+17.4%Year to date+16.1%

3.1%Yield1.0%

+21.7%Past year+20.9%

0.39%Fee0.30%

3–1CSB 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$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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