Compare · 4 funds side by side · dividends reinvested

DFAS, FYX, VUG and IWF

DFASDimensional×FYXFirst Trust×VUGVanguard×IWFiShares×

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,151VUG · best of the four

Story of the four · IncomeMost incomeFYX · 1.10% · $110 a year on $10k

Story of the four · RiskSmallest drop

DFAS, FYX, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Core AlphaDEX FundUS Stock Styles · Small cap0.58%1.10%+23.5%+27.8%+22.6%+7.8%−8.8%16.8%$1.4B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B3.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAS 1992 · FYX 2007 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,429

DFAS

More Ways to See the Pairs

DFAS vs FYX: Top 5 Holdings

Today

DFAS

1.4%in top 5

FYX

in top 52.3%

DFASStockFYX

not top 5XERS0.5%

not top 5APPN0.5%

not top 5ASO0.4%

not top 5DXC0.4%

not top 5STGW0.4%

Cost, Income and Risk

Fees: DFAS, FYX, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

FYX0.58%$58

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

FYX

First Trust Small Cap Core AlphaDEX Fund · $1.4B$14,569

$10,000 five years ago, dividends reinvested · they hold 23.3% in common

DFASMeasureFYX

+15.1%Year to dateJan 1 → Nov 13+23.5%

+17.3%1 yearTotal return+27.8%

+17.2%3 years · per year$10,000 became $16,080 · $18,415+22.6%

+6.1%5 years · per year$10,000 became $13,429 · $14,569+7.8%

0.30%Expense ratio$30 · $58 a year on $10k · lower is better0.58%

1.01%Trailing 12-mo yield$101 · $110 a year on $10k1.10%

−9.4%Worst dropSmaller is better−8.8%

16.0%VolatilityLower is calmer16.8%

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

2–6FYX wins

End-of-day Nov 13, 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%AITnot top 5

Held in common23.3%

End-of-day Nov 13, 2026 · share of each fund

DFAS vs FYX Returns, Every Period

5Y

DimensionalDFAS

+6.1%

5 years, per year

FYXFirst Trust

+7.8%

5 years, per year

DFASFYXFaded: behind in that period

0–4FYX wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAS vs FYX

YTD

DimensionalDFAS

+15.1%

FYXFirst Trust

+23.5%

+15.1%Year to date+23.5%

−9.4%Worst drop · 1Y−8.8%

16.0%Volatility · 1Y16.8%

1.0%Yield1.1%

$33.5BAssets$1.4B

3–1FYX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DFAS, FYX, VUG, IWF

1Y

1.10%highest, FYX

FundTrailing yieldYield$10k

FYX1.10%$110

DFAS1.01%$101

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$71most kept, DFAS

DFAS$101 − $30 = $71

FYX$110 − $58 = $52

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAS, FYX, VUG, IWF

Today

77.8%most shared, VUG and IWF

DFASFYXVUGIWF

DFAS—23.3%0.0%1.5%

FYX23.3%—0.0%0.0%

VUG0.0%0.0%—77.8%

IWF1.5%0.0%77.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+27.8%FYX, at 16.8% volatility

DFASWorst drop−9.4%16.0% vol

FYXWorst drop−8.8%16.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FYXDFAS

+23.5%Year to date+15.1%

1.1%Yield1.0%

+27.8%Past year+17.3%

0.58%Fee0.30%

3–1FYX wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Loading…

DFAS, FYX, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four