Compare · 4 funds side by side · dividends reinvested

DFAS, ESML, VUG and IWF

DFASDimensional×ESMLiShares×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

DFAS, ESML, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.96%+14.7%+18.8%+19.9%+6.4%−9.0%16.7%$2.7B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · ESML 2018 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,932

DFAS

ESML

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7B$13,644

$10,000 five years ago, dividends reinvested · they hold 57.6% in common

DFASMeasureESML

+12.6%Year to dateJan 1 → Nov 5+14.7%

+17.3%1 yearTotal return+18.8%

+17.5%3 years · per year$10,000 became $16,215 · $17,242+19.9%

+6.9%5 years · per year$10,000 became $13,932 · $13,644+6.4%

0.30%Expense ratio$30 · $17 a year on $10k · lower is better0.17%

1.04%Trailing 12-mo yield$104 · $96 a year on $10k0.96%

−9.4%Worst dropSmaller is better−9.0%

15.8%VolatilityLower is calmer16.7%

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

3–5ESML wins

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

More Ways to See the Pairs

DFAS vs ESML: Top 5 Holdings

Today

DFAS

1.4%in top 5

ESML

in top 53.5%

DFASStockESML

not top 5MRNA1.4%

not top 5AIZ0.7%

not top 5USFD0.6%

not top 5OVV0.4%

not top 5OGS0.4%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common57.6%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs ESML Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

ESMLiShares

+6.4%

5 years, per year

DFASESMLFaded: behind in that period

1–3ESML wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs ESML

YTD

DimensionalDFAS

+12.6%

ESMLiShares

+14.7%

+12.6%Year to date+14.7%

−9.4%Worst drop · 1Y−9.0%

15.8%Volatility · 1Y16.7%

1.0%Yield1.0%

$33.8BAssets$2.7B

2–1ESML wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, ESML, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ESML0.17%$17

IWF0.18%$18

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, ESML, VUG, IWF

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

ESML0.96%$96

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, ESML

ESML$96 − $17 = $79

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, ESML, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFASESMLVUGIWF

DFAS—57.6%0.0%1.4%

ESML57.6%—0.1%1.9%

VUG0.0%0.1%—78.0%

IWF1.4%1.9%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.8%ESML, at 16.7% volatility

DFASWorst drop−9.4%15.8% vol

ESMLWorst drop−9.0%16.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFASESML

+12.6%Year to date+14.7%

1.0%Yield1.0%

+17.3%Past year+18.8%

0.30%Fee0.17%

3–0ESML wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026