Compare · 4 funds side by side · dividends reinvested

DFAS, FYT, IWF and VO

DFASDimensional×FYTFirst Trust×IWFiShares×VOVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,927IWF · best of the four

Story of the four · IncomeMost incomeFYT · 1.81% · $181 a year on $10k

Story of the four · RiskSmallest drop

DFAS, FYT, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.0

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.81%+27.3%+32.2%+16.8%+7.5%−8.6%16.5%$178M2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.9B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAS 1992 · FYT 2011 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,826

DFAS

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DFAS vs FYT: Top 5 Holdings

Today

DFAS

1.3%in top 5

FYT

in top 54.2%

DFASStockFYT

not top 5ASO0.9%

not top 5DXC0.8%

not top 5HOG0.8%

not top 5ARDT0.8%

not top 5KSS0.8%

Cost, Income and Risk

Fees: DFAS, FYT, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

FYT0.70%$70

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

FYT

First Trust Small Cap Value AlphaDEX Fund · $178M$14,351

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

DFASMeasureFYT

+16.7%Year to dateJan 1 → Nov 11+27.3%

+19.5%1 yearTotal return+32.2%

+17.2%3 years · per year$10,000 became $16,103 · $15,954+16.8%

+6.7%5 years · per year$10,000 became $13,826 · $14,351+7.5%

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

1.00%Trailing 12-mo yield$100 · $181 a year on $10k1.81%

−9.4%Worst dropSmaller is better−8.6%

15.9%VolatilityLower is calmer16.5%

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

3–5FYT wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%CCKnot top 5

Held in common13.6%

End-of-day Nov 11, 2026 · share of each fund

DFAS vs FYT Returns, Every Period

5Y

DimensionalDFAS

+6.7%

5 years, per year

FYTFirst Trust

+7.5%

5 years, per year

DFASFYTFaded: behind in that period

1–3FYT wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAS vs FYT

YTD

DimensionalDFAS

+16.7%

FYTFirst Trust

+27.3%

+16.7%Year to date+27.3%

−9.4%Worst drop · 1Y−8.6%

15.9%Volatility · 1Y16.5%

1.0%Yield1.8%

$33.9BAssets$178M

3–1FYT wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAS, FYT, IWF, VO

1Y

1.81%highest, FYT

FundTrailing yieldYield$10k

FYT1.81%$181

VO1.33%$133

DFAS1.00%$100

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

FYT$181 − $70 = $111

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAS, FYT, IWF, VO

Today

13.6%most shared, DFAS and FYT

DFASFYTIWFVO

DFAS—13.6%1.5%0.1%

FYT13.6%—0.0%0.0%

IWF1.5%0.0%—9.4%

VO0.1%0.0%9.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+32.2%FYT, at 16.5% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

FYTWorst drop−8.6%16.5% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FYTDFAS

+27.3%Year to date+16.7%

1.8%Yield1.0%

+32.2%Past year+19.5%

0.70%Fee0.30%

3–1FYT wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAS, FYT, IWF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four