Compare · 4 funds side by side · dividends reinvested

DFAS, FYC, IWF and VUG

DFASDimensional×FYCFirst Trust×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

DFAS, FYC, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.11%+20.1%+22.3%+31.2%+9.9%−13.5%21.2%$1.3B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · FYC 2011 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

FYC

First Trust Small Cap Growth AlphaDEX Fund · $1.3B$14,958

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

DFASMeasureFYC

+17.0%Year to dateJan 1 → Nov 5+20.1%

+20.4%1 yearTotal return+22.3%

+19.3%3 years · per year$10,000 became $16,976 · $22,569+31.2%

+8.1%5 years · per year$10,000 became $14,758 · $16,062+9.9%

0.30%Expense ratio$30 · $70 a year on $10k · lower is better0.70%

1.00%Trailing 12-mo yield$100 · $11 a year on $10k0.11%

−9.4%Worst dropSmaller is better−13.5%

15.3%VolatilityLower is calmer21.2%

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

4–4Level

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

More Ways to See the Pairs

DFAS vs FYC: Top 5 Holdings

Today

DFAS

1.4%in top 5

FYC

in top 54.2%

DFASStockFYC

not top 5APPN0.9%

not top 5STGW0.9%

not top 5CDNA0.8%

not top 5FIGS0.8%

not top 5FA0.8%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common9.3%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs FYC Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

FYCFirst Trust

+9.9%

5 years, per year

DFASFYCFaded: behind in that period

0–4FYC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs VUG

YTD

DimensionalDFAS

+17.0%

VUGVanguard

+6.3%

+17.0%Year to date+6.3%

−9.4%Worst drop · 1Y−16.1%

15.3%Volatility · 1Y18.2%

1.0%Yield0.4%

$35.2BAssets$233B

4–0DFAS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, FYC, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

FYC0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, FYC, IWF, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

VUG0.40%$40

IWF0.37%$37

FYC0.11%$11

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

FYC$11 − $70 = −$59

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, FYC, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFASFYCIWFVUG

DFAS—9.3%1.4%0.0%

FYC9.3%—0.0%0.0%

IWF1.4%0.0%—78.0%

VUG0.0%0.0%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.3%FYC, at 21.2% volatility

DFASWorst drop−9.4%15.3% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

FYCWorst drop−13.5%21.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFASFYC

+17.0%Year to date+20.1%

1.0%Yield0.1%

+20.4%Past year+22.3%

0.30%Fee0.70%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026