Compare · 3 funds side by side · dividends reinvested

DFAS, FSEG and IWF

DFASDimensional×FSEGFidelity×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

DFAS, FSEG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B1.6

Fidelity Enhanced Small Cap Growth ETFUS Stock Styles · Small cap0.28%0.08%[…][…][…][…][…][…]$8M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · FSEG 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Small Cap Growth ETF · $8M[…]

FSEG

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 17.6% in common

FSEGMeasureDFAS

[…]Year to dateJan 1 → Nov 9+16.1%

[…]1 yearTotal return+20.9%

[…]3 years · per year$10,000 became […] · $16,239+17.5%

[…]5 years · per year$10,000 became […] · $14,033+7.0%

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

0.08%Trailing 12-mo yield$8 · $100 a year on $10k1.00%

[…]Worst dropSmaller is better−9.4%

[…]VolatilityLower is calmer15.9%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSEG vs DFAS: Top 5 Holdings

Today

FSEG

5.3%in top 5

DFAS

in top 51.3%

FSEGStockDFAS

1.4%GKOSnot top 5

1.1%BTSGnot top 5

1.0%YOUnot top 5

1.0%OSCRnot top 5

0.8%HNGEnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common17.6%

End-of-day Nov 9, 2026 · share of each fund

FSEG vs DFAS Returns, Every Period

FidelityFSEG

[…]

past year

DFASDimensional

+20.9%

past year

Returns […]

FSEGDFASFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FSEG vs DFAS

YTD

FidelityFSEG

[…]

DFASDimensional

+16.1%

[…]Year to date+16.1%

[…]Worst drop · 1Y−9.4%

[…]Volatility · 1Y15.9%

0.1%Yield1.0%

$7.8MAssets$34.7B

1–0DFAS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, FSEG, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FSEG0.28%$28

DFAS0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, FSEG, IWF

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

IWF0.38%$38

FSEG0.08%$8

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

FSEG$8 − $28 = −$20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, FSEG, IWF

Today

17.6%most shared, DFAS and FSEG

DFASFSEGIWF

DFAS—17.6%1.4%

FSEG17.6%—0.5%

IWF1.4%0.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.5% vol

FSEGWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFASIWF

+16.1%Year to date−2.5%

1.0%Yield0.4%

+20.9%Past year−2.2%

0.30%Fee0.18%

3–1DFAS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026