Compare · 3 funds side by side · dividends reinvested

DFAS, DFSV and IWF

DFASDimensional×DFSVDimensional×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · best of the three

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

Story of the three · RiskSmallest drop

DFAS, DFSV and IWF, 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%+20.1%+24.9%+18.0%[…]−9.4%15.2%$27.8B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · DFSV 1993 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Small Cap Value Portfolio ETF Class Shares · $27.8B[…]

DFSV

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFSV

More Ways to See the Pairs

DFSV vs IWF: Top 5 Holdings

Today

DFSV

3.7%in top 5

IWF

in top 538.2%

DFSVStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: DFAS, DFSV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

DFSV0.31%$31

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

Yields: DFAS, DFSV, IWF

Popular Pairs Near These Three

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%

Measure

IWF

+20.1%Year to dateJan 1 → Nov 12−1.5%

+24.9%1 yearTotal return−3.0%

+18.0%3 years · per year$10,000 became $16,420 · $16,957+19.2%

[…]5 years · per year$10,000 became […] · $15,697+9.4%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

1.39%Trailing 12-mo yield$139 · $37 a year on $10k0.37%

−9.4%Worst dropSmaller is better−14.6%

15.2%VolatilityLower is calmer19.6%

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

5–2DFSV wins

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

5.1%

0.9%ELANnot top 5

0.8%SWKSnot top 5

0.7%IVZnot top 5

0.7%ARWnot top 5

0.7%JXNnot top 5

Held in common0.0%

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

DFSV vs IWF Returns, Every Period

1Y

DimensionalDFSV

+24.9%

past year

IWFiShares

−3.0%

past year

DFSVIWFFaded: behind in that period

2–1DFSV wins

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

DFSV vs DFAS

YTD

DimensionalDFSV

+20.1%

DFASDimensional

+15.2%

+20.1%Year to date+15.2%

−9.4%Worst drop · 1Y−9.4%

15.2%Volatility · 1Y16.0%

1.4%Yield1.0%

$27.8BAssets$33.9B

3–0DFSV wins

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

1Y

1.39%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.39%$139

DFAS1.01%$101

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$108most kept, DFSV

DFSV$139 − $31 = $108

DFAS$101 − $30 = $71

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAS, DFSV, IWF

Today

39.9%most shared, DFAS and DFSV

DFASDFSVIWF

DFAS—39.9%1.5%

DFSV39.9%—0.0%

IWF1.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.9%DFSV, at 15.2% volatility

DFSVWorst drop−9.4%15.2% vol

DFASWorst drop−9.4%16.0% 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

DFSVDFAS

+20.1%Year to date+15.2%

1.4%Yield1.0%

+24.9%Past year+17.7%

0.31%Fee0.30%

3–1DFSV 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, DFSV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three