Compare · 4 funds side by side · dividends reinvested

DFAS, ISCG, VTV and IWF

DFASDimensional×ISCGiShares×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

DFAS, ISCG, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.6

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$974M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.4

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 · ISCG 2004 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $121B$15,330

IWF

ISCG

iShares Morningstar Small-Cap Growth ETF · $974M$11,876

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

IWFMeasureISCG

−6.5%Year to dateJan 1 → Nov 5+6.9%

−7.6%1 yearTotal return+9.6%

+19.5%3 years · per year$10,000 became $17,073 · $16,721+18.7%

+8.9%5 years · per year$10,000 became $15,330 · $11,876+3.5%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

0.39%Trailing 12-mo yield$39 · $68 a year on $10k0.68%

−14.6%Worst dropSmaller is better−11.4%

19.3%VolatilityLower is calmer18.6%

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

2–6ISCG wins

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

More Ways to See the Pairs

IWF vs ISCG: Top 5 Holdings

Today

IWF

39.6%in top 5

ISCG

in top 54.1%

IWFStockISCG

14.6%NVDAnot top 5

8.5%AAPLnot top 5

6.4%MSFTnot top 5

5.3%GOOGLnot top 5

4.7%AVGOnot top 5

not top 5OKTA1.1%

not top 5TEAM1.0%

not top 5GH0.7%

not top 5ROKU0.7%

not top 5RBRK0.6%

Held in common1.8%

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

IWF vs ISCG Returns, Every Period

iSharesIWF

+8.9%

5 years, per year

ISCGiShares

+3.5%

5 years, per year

IWFISCGFaded: behind in that period

2–2Level

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

IWF vs VTV

YTD

iSharesIWF

−6.5%

VTVVanguard

+19.0%

−6.5%Year to date+19.0%

−14.6%Worst drop · 1Y−6.4%

19.3%Volatility · 1Y10.7%

0.4%Yield1.9%

$121BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFAS, ISCG, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

ISCG0.06%$6

IWF0.18%$18

DFAS0.30%$30

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

Yields: DFAS, ISCG, VTV, IWF

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

DFAS1.04%$104

ISCG0.68%$68

IWF0.39%$39

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAS$104 − $30 = $74

ISCG$68 − $6 = $62

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, ISCG, VTV, IWF

Today

49.7%most shared, DFAS and ISCG

DFASISCGVTVIWF

DFAS—49.7%0.1%1.4%

ISCG49.7%—0.0%1.8%

VTV0.1%0.0%—11.9%

IWF1.4%1.8%11.9%—

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

Return vs Bumpiness: 4 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFASWorst drop−9.4%15.8% vol

ISCGWorst drop−11.4%18.6% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VTVDFAS

+19.0%Year to date+12.6%

1.9%Yield1.0%

+24.0%Past year+17.3%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026