Compare · 4 funds side by side · dividends reinvested

DFAS, IJS, VO and IWF

DFASDimensional×IJSiShares×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

DFAS, IJS, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.5B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · IJS 2000 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

IJS

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,645

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

IWFMeasureIJS

−5.3%Year to dateJan 1 → Nov 6+15.7%

−6.5%1 yearTotal return+19.1%

+19.4%3 years · per year$10,000 became $17,022 · $16,272+17.6%

+9.1%5 years · per year$10,000 became $15,442 · $13,645+6.4%

0.18%Expense ratio$18 · $18 a year on $10k · lower is better0.18%

0.39%Trailing 12-mo yield$39 · $142 a year on $10k1.42%

−14.6%Worst dropSmaller is better−9.3%

19.4%VolatilityLower is calmer16.2%

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

2–5IJS wins

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

More Ways to See the Pairs

IWF vs IJS: Top 5 Holdings

Today

IWF

39.8%in top 5

IJS

in top 54.8%

IWFStockIJS

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5PAYC1.1%

not top 5MTCH1.0%

not top 5EPAM0.9%

not top 5VSXY0.9%

not top 5JXN0.9%

Held in common0.0%

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

IWF vs IJS Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

IJSiShares

+6.4%

5 years, per year

IWFIJSFaded: behind in that period

2–2Level

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

IWF vs IJS

YTD

iSharesIWF

−5.3%

IJSiShares

+15.7%

−5.3%Year to date+15.7%

−14.6%Worst drop · 1Y−9.3%

19.4%Volatility · 1Y16.2%

0.4%Yield1.4%

$115BAssets$7.5B

4–0IJS wins

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

Cost, Income and Risk

Fees: DFAS, IJS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJS0.18%$18

IWF0.18%$18

DFAS0.30%$30

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

Yields: DFAS, IJS, VO, IWF

1.42%highest, IJS

FundTrailing yieldYield$10k

IJS1.42%$142

VO1.39%$139

DFAS1.03%$103

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJS$142 − $18 = $124

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, IJS, VO, IWF

Today

24.9%most shared, DFAS and IJS

DFASIJSVOIWF

DFAS—24.9%0.1%1.4%

IJS24.9%—0.0%0.0%

VO0.1%0.0%—9.2%

IWF1.4%0.0%9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.1%IJS, at 16.2% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

IJSWorst drop−9.3%16.2% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IJSDFAS

+15.7%Year to date+12.7%

1.4%Yield1.0%

+19.1%Past year+15.9%

0.18%Fee0.30%

4–0IJS 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