Compare · 4 funds side by side · dividends reinvested

DFAS, DFSV, IWF and VUG

DFASDimensional×DFSVDimensional×IWFiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,394VUG · best of the four

Story of the four · IncomeMost incomeDFSV · 1.39% · $139 a year on $10k

Story of the four · RiskSmallest drop

DFAS, DFSV, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.39%+20.6%+26.9%+17.3%[…]−9.4%15.2%$27.7B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAS 1992 · DFSV 1993 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $34.7B$13,953

DFAS

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DFAS vs DFSV: Top 5 Holdings

Today

DFAS

1.3%in top 5

DFSV

in top 53.7%

DFASStockDFSV

0.3%ELAN0.9%

0.3%SWKS0.7%

not top 5IVZ0.7%

not top 5SWK0.7%

not top 5SSB

Cost, Income and Risk

Fees: DFAS, DFSV, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

DFSV0.31%$31

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $27.7B[…]

$10,000 five years ago, dividends reinvested · they hold 40.0% in common

DFASMeasureDFSV

+15.7%Year to dateJan 1 → Nov 10+20.6%

+19.6%1 yearTotal return+26.9%

+16.5%3 years · per year$10,000 became $15,805 · $16,132+17.3%

+6.9%5 years · per year$10,000 became $13,953 · […][…]

0.30%Expense ratio$30 · $31 a year on $10k · lower is better0.31%

1.01%Trailing 12-mo yield$101 · $139 a year on $10k1.39%

−9.4%Worst dropSmaller is better−9.4%

15.9%VolatilityLower is calmer15.2%

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

1–5DFSV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%

0.3%MOG-Anot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common40.0%

End-of-day Nov 10, 2026 · share of each fund

DFAS vs DFSV Returns, Every Period

1Y

DimensionalDFAS

+19.6%

past year

DFSVDimensional

+26.9%

past year

DFASDFSVFaded: behind in that period

0–3DFSV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAS vs DFSV

YTD

DimensionalDFAS

+15.7%

DFSVDimensional

+20.6%

+15.7%Year to date+20.6%

−9.4%Worst drop · 1Y−9.4%

15.9%Volatility · 1Y15.2%

1.0%Yield1.4%

$34.7BAssets$27.7B

3–0DFSV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: DFAS, DFSV, IWF, VUG

1Y

1.39%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.39%$139

DFAS1.01%$101

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, DFSV

DFSV$139 − $31 = $108

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAS, DFSV, IWF, VUG

Today

78.6%most shared, IWF and VUG

DFASDFSVIWFVUG

DFAS—40.0%1.4%0.0%

DFSV40.0%—0.0%0.0%

IWF1.4%0.0%—78.6%

VUG0.0%0.0%78.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+26.9%DFSV, at 15.2% volatility

DFSVWorst drop−9.4%15.2% vol

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVDFAS

+20.6%Year to date+15.7%

1.4%Yield1.0%

+26.9%Past year+19.6%

0.31%Fee0.30%

3–1DFSV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DFAS, DFSV, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four