Compare · 4 funds side by side · dividends reinvested

DFAS, FSML, IWF and VO

DFASDimensional×FSMLFranklin Templeton×IWFiShares×VOVanguard×

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

02 / 04

DFAS, FSML, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.6

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.51%+18.4%[…][…][…][…][…]$151M2.7

Rank among the four1st → 4thFee, 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 · FSML 2025 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Small Cap Enhanced ETF · $151M[…]

FSML

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FSMLMeasureVO

+18.4%Year to dateJan 1 → Nov 9+13.6%

[…]1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $16,763+18.8%

[…]5 years · per year$10,000 became […] · $13,867+6.8%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.51%Trailing 12-mo yield$51 · $135 a year on $10k1.35%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer13.1%

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

1–2VO wins

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

More Ways to See the Pairs

FSML vs VO: Top 5 Holdings

Today

FSML

7.1%in top 5

in top 55.3%

FSMLStockVO

1.6%BOXnot top 5

1.4%HNGEnot top 5

1.4%EXPOnot top 5

1.3%VLYnot top 5

1.3%JXNnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

FSML vs VO Returns, Every Period

Franklin TempletonFSML

[…]

past year

VOVanguard

+15.6%

past year

FSMLVOFaded: behind in that period

1–0FSML wins

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

FSML vs VO

YTD

Franklin TempletonFSML

+18.4%

VOVanguard

+13.6%

+18.4%Year to date+13.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.1%

0.5%Yield1.4%

$151MAssets$103B

1–1level

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

Cost, Income and Risk

Fees: DFAS, FSML, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

FSML0.45%$45

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

Yields: DFAS, FSML, IWF, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.00%$100

FSML0.51%$51

IWF0.38%$38

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

FSML$51 − $45 = $6

KeptFee

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

Overlap: DFAS, FSML, IWF, VO

Today

13.7%most shared, DFAS and FSML

DFASFSMLIWFVO

DFAS—13.7%1.4%0.1%

FSML13.7%—0.0%0.0%

IWF1.4%0.0%—9.2%

VO0.1%0.0%9.2%—

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

Return vs Bumpiness: 4 ETFs

+20.9%DFAS, at 15.9% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.5% vol

FSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

VOFSML

+13.6%Year to date+18.4%

1.4%Yield0.5%

+15.6%Past year[…]

0.03%Fee0.45%

2–1VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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