Compare · 4 funds side by side · dividends reinvested

DFAS, FESM, VUG and IWF

DFASDimensional×FESMFidelity×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

DFAS, FESM, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Small Cap ETFUS Stock Styles · Small cap0.28%0.89%+18.2%+21.0%[…][…]−10.2%18.5%$6.7B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · FESM 2007 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Small Cap ETF · $6.7B[…]

FESM

DFAS

Dimensional - US Small Cap ETF · $33.7B$13,927

$10,000 five years ago, dividends reinvested · they hold 23.5% in common

FESMMeasureDFAS

+18.2%Year to dateJan 1 → Nov 6+12.7%

+21.0%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%

0.28%Expense ratio$28 · $30 a year on $10k · lower is better0.30%

0.89%Trailing 12-mo yield$89 · $103 a year on $10k1.03%

−10.2%Worst dropSmaller is better−9.4%

18.5%VolatilityLower is calmer15.7%

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

3–3Level

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

More Ways to See the Pairs

FESM vs DFAS: Top 5 Holdings

Today

FESM

4.0%in top 5

DFAS

in top 51.3%

FESMStockDFAS

1.0%GKOSnot top 5

0.8%OSCRnot top 5

0.8%IBPnot top 5

0.7%CMCnot top 5

0.7%HQYnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common23.5%

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

FESM vs DFAS Returns, Every Period

FidelityFESM

+21.0%

past year

DFASDimensional

+15.9%

past year

FESMDFASFaded: behind in that period

2–0FESM wins

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

FESM vs DFAS

YTD

FidelityFESM

+18.2%

DFASDimensional

+12.7%

+18.2%Year to date+12.7%

−10.2%Worst drop · 1Y−9.4%

18.5%Volatility · 1Y15.7%

0.9%Yield1.0%

$6.7BAssets$33.7B

3–1DFAS wins

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

Cost, Income and Risk

Fees: DFAS, FESM, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FESM0.28%$28

DFAS0.30%$30

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

Yields: DFAS, FESM, VUG, IWF

1.03%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.03%$103

FESM0.89%$89

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

FESM$89 − $28 = $61

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, FESM, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFASFESMVUGIWF

DFAS—23.5%0.0%1.4%

FESM23.5%—0.1%0.3%

VUG0.0%0.1%—78.0%

IWF1.4%0.3%78.0%—

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

Return vs Bumpiness: 4 ETFs

+21.0%FESM, at 18.5% volatility

DFASWorst drop−9.4%15.7% vol

FESMWorst drop−10.2%18.5% vol

VUGWorst drop−15.1%19.0% 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

DFASFESM

+12.7%Year to date+18.2%

1.0%Yield0.9%

+15.9%Past year+21.0%

0.30%Fee0.28%

3–1FESM wins

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026