Compare · 4 funds side by side · dividends reinvested

DFAS, FSEV, IWF and VUG

DFASDimensional×FSEVFidelity×IWFiShares×VUGVanguard×

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, FSEV, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

Fidelity Enhanced Small Cap Value ETFUS Stock Styles · Small cap0.28%0.64%[…][…][…][…][…][…]$8M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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 · FSEV 2026 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

FSEV

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

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

DFASMeasureFSEV

+12.7%Year to dateJan 1 → Nov 6[…]

+15.9%1 yearTotal return[…]

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

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

0.30%Expense ratio$30 · $28 a year on $10k · lower is better0.28%

1.03%Trailing 12-mo yield$103 · $64 a year on $10k0.64%

−9.4%Worst dropSmaller is better[…]

15.7%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

DFAS vs FSEV: Top 5 Holdings

Today

DFAS

1.3%in top 5

FSEV

in top 54.4%

DFASStockFSEV

not top 5HOMB0.9%

not top 5CMC0.9%

0.2%UMBF0.9%

not top 5PECO0.9%

not top 5CNO0.8%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

Held in common16.4%

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

DFAS vs FSEV Returns, Every Period

DimensionalDFAS

+15.9%

past year

FSEVFidelity

[…]

past year

Returns […]

DFASFSEVFaded: behind in that period

0–0Level

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

DFAS vs FSEV

YTD

DimensionalDFAS

+12.7%

FSEVFidelity

[…]

+12.7%Year to date[…]

−9.4%Worst drop · 1Y[…]

15.7%Volatility · 1Y[…]

1.0%Yield0.6%

$33.7BAssets$7.9M

1–0DFAS wins

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

Cost, Income and Risk

Fees: DFAS, FSEV, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FSEV0.28%$28

DFAS0.30%$30

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

Yields: DFAS, FSEV, IWF, VUG

1.03%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.03%$103

FSEV0.64%$64

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

VUG$42 − $3 = $39

FSEV$64 − $28 = $36

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, FSEV, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFASFSEVIWFVUG

DFAS—16.4%1.4%0.0%

FSEV16.4%—0.0%0.0%

IWF1.4%0.0%—78.0%

VUG0.0%0.0%78.0%—

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

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

FSEVWorst drop[…][…]

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

Paid More vs Made More

YTD

DFASVUG

+12.7%Year to date+1.4%

1.0%Yield0.4%

+15.9%Past year+0.2%

0.30%Fee0.03%

3–1DFAS 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026