Compare · 4 funds side by side · dividends reinvested

DFAS, ESSC, IWF and VO

DFASDimensional×ESSCEventide×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

DFAS, ESSC, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.0

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+9.0%+12.2%[…][…]−12.5%18.3%$34M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · ESSC 2025 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 17.8% in common

ESSCMeasureDFAS

+9.0%Year to dateJan 1 → Nov 6+12.7%

+12.2%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

0.49%Expense ratio$49 · $30 a year on $10k · lower is better0.30%

0.61%Trailing 12-mo yield$61 · $103 a year on $10k1.03%

−12.5%Worst dropSmaller is better−9.4%

18.3%VolatilityLower is calmer15.7%

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

0–6DFAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESSC vs DFAS: Top 5 Holdings

Today

ESSC

4.1%in top 5

DFAS

in top 51.3%

ESSCStockDFAS

0.8%RRCnot top 5

0.8%ASBnot top 5

0.8%AROCnot top 5

0.8%ESInot top 5

0.8%FNBnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common17.8%

End-of-day Nov 6, 2026 · share of each fund

ESSC vs DFAS Returns, Every Period

EventideESSC

+12.2%

past year

DFASDimensional

+15.9%

past year

ESSCDFASFaded: behind in that period

0–2DFAS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ESSC vs VO

YTD

EventideESSC

+9.0%

VOVanguard

+10.6%

+9.0%Year to date+10.6%

−12.5%Worst drop · 1Y−8.2%

18.3%Volatility · 1Y12.9%

0.6%Yield1.4%

$34.0MAssets$103B

4–0VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, ESSC, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

ESSC0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, ESSC, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.03%$103

ESSC0.61%$61

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

ESSC$61 − $49 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, ESSC, IWF, VO

Today

17.8%most shared, DFAS and ESSC

DFASESSCIWFVO

DFAS—17.8%1.4%0.1%

ESSC17.8%—1.4%4.0%

IWF1.4%1.4%—9.2%

VO0.1%4.0%9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+15.9%DFAS, at 15.7% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

ESSCWorst drop−12.5%18.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAS

+10.6%Year to date+12.7%

1.4%Yield1.0%

+11.6%Past year+15.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026