Compare · 3 funds side by side · dividends reinvested

DFAS, IWF and VIG

DFASDimensional×IWFiShares×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

DFAS, IWF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · IWF 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

IWF

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,093

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

IWFMeasureDFAS

−5.3%Year to dateJan 1 → Nov 9+16.6%

−6.5%1 yearTotal return+21.5%

+19.4%3 years · per year$10,000 became $17,022 · $16,308+17.7%

+9.1%5 years · per year$10,000 became $15,442 · $14,093+7.1%

0.18%Expense ratio$18 · $30 a year on $10k · lower is better0.30%

0.39%Trailing 12-mo yield$39 · $100 a year on $10k1.00%

−14.6%Worst dropSmaller is better−9.4%

19.4%VolatilityLower is calmer16.0%

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

3–5DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs DFAS: Top 5 Holdings

Today

IWF

39.8%in top 5

DFAS

in top 51.3%

IWFStockDFAS

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 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common1.4%

End-of-day Nov 9, 2026 · share of each fund

IWF vs DFAS Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

DFASDimensional

+7.1%

5 years, per year

IWFDFASFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs VIG

YTD

iSharesIWF

−5.3%

VIGVanguard

+14.8%

−5.3%Year to date+14.8%

−14.6%Worst drop · 1Y−7.9%

19.4%Volatility · 1Y11.0%

0.4%Yield1.5%

$115BAssets$109B

4–0VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, IWF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

DFAS0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, IWF, VIG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

DFAS1.00%$100

IWF0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

DFAS$100 − $30 = $70

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, IWF, VIG

Today

32.8%most shared, IWF and VIG

DFASIWFVIG

DFAS—1.4%3.9%

IWF1.4%—32.8%

VIG3.9%32.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.5%DFAS, at 16.0% volatility

VIGWorst drop−7.9%11.0% vol

DFASWorst drop−9.4%16.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGDFAS

+14.8%Year to date+16.6%

1.5%Yield1.0%

+17.6%Past year+21.5%

0.04%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026