Compare · 4 funds side by side · dividends reinvested

DFAS, IWM, IWF and VO

DFASDimensional×IWMiShares×IWFiShares×VOVanguard×

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, IWM, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.1

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 · IWM 2000 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,927

DFAS

IWM

iShares Russell 2000 ETF · $75.4B$12,766

$10,000 five years ago, dividends reinvested · they hold 50.1% in common

DFASMeasureIWM

+12.7%Year to dateJan 1 → Nov 6+11.9%

+15.9%1 yearTotal return+13.0%

+17.3%3 years · per year$10,000 became $16,130 · $17,100+19.6%

+6.8%5 years · per year$10,000 became $13,927 · $12,766+5.0%

0.30%Expense ratio$30 · $19 a year on $10k · lower is better0.19%

1.03%Trailing 12-mo yield$103 · $100 a year on $10k1.00%

−9.4%Worst dropSmaller is better−11.1%

15.7%VolatilityLower is calmer18.7%

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

6–2DFAS wins

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

More Ways to See the Pairs

DFAS vs IWM: Top 5 Holdings

Today

DFAS

1.3%in top 5

IWM

in top 51.8%

DFASStockIWM

not top 5GKOS0.4%

not top 5BTSG0.4%

0.2%UMBF0.3%

0.3%SWKSnot top 5

not top 5EAT0.3%

not top 5RHP0.3%

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

Held in common50.1%

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

DFAS vs IWM Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

IWMiShares

+5.0%

5 years, per year

DFASIWMFaded: behind in that period

3–1DFAS wins

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

DFAS vs VO

YTD

DimensionalDFAS

+12.7%

VOVanguard

+10.6%

+12.7%Year to date+10.6%

−9.4%Worst drop · 1Y−8.2%

15.7%Volatility · 1Y12.9%

1.0%Yield1.4%

$33.8BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: DFAS, IWM, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

IWM0.19%$19

DFAS0.30%$30

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

Yields: DFAS, IWM, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.03%$103

IWM1.00%$100

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

IWM$100 − $19 = $81

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, IWM, IWF, VO

Today

50.1%most shared, DFAS and IWM

DFASIWMIWFVO

DFAS—50.1%1.4%0.1%

IWM50.1%—0.0%0.0%

IWF1.4%0.0%—9.2%

VO0.1%0.0%9.2%—

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

Return vs Bumpiness: 4 ETFs

+15.9%DFAS, at 15.7% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

IWMWorst drop−11.1%18.7% 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

VODFAS

+10.6%Year to date+12.7%

1.4%Yield1.0%

+11.6%Past year+15.9%

0.03%Fee0.30%

2–2level

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$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

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