Compare · 4 funds side by side · dividends reinvested

DFAS, IWM, IWF and VTV

DFASDimensional×IWMiShares×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

DFAS, IWM, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B3.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · IWM 2000 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,033

DFAS

IWM

iShares Russell 2000 ETF · $76.6B$12,845

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

DFASMeasureIWM

+16.1%Year to dateJan 1 → Nov 9+15.5%

+20.9%1 yearTotal return+18.7%

+17.5%3 years · per year$10,000 became $16,239 · $17,194+19.8%

+7.0%5 years · per year$10,000 became $14,033 · $12,845+5.1%

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

1.00%Trailing 12-mo yield$100 · $97 a year on $10k0.97%

−9.4%Worst dropSmaller is better−11.1%

15.9%VolatilityLower is calmer18.8%

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

6–2DFAS wins

End-of-day Nov 9, 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 51.9%

DFASStockIWM

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

0.3%SWKSnot top 5

0.2%MOG-A0.3%

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%SJMnot top 5

Held in common50.1%

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

DFAS vs IWM Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

IWMiShares

+5.1%

5 years, per year

DFASIWMFaded: behind in that period

3–1DFAS wins

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

DFAS vs VTV

YTD

DimensionalDFAS

+16.1%

VTVVanguard

+20.9%

+16.1%Year to date+20.9%

−9.4%Worst drop · 1Y−6.4%

15.9%Volatility · 1Y10.8%

1.0%Yield1.8%

$33.7BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFAS, IWM, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

IWM0.19%$19

DFAS0.30%$30

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

Yields: DFAS, IWM, IWF, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAS1.00%$100

IWM0.97%$97

IWF0.38%$38

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWM$97 − $19 = $78

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAS, IWM, IWF, VTV

Today

50.1%most shared, DFAS and IWM

DFASIWMIWFVTV

DFAS—50.1%1.4%0.1%

IWM50.1%—0.0%0.0%

IWF1.4%0.0%—11.8%

VTV0.1%0.0%11.8%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFASWorst drop−9.4%15.9% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VTVDFAS

+20.9%Year to date+16.1%

1.8%Yield1.0%

+25.4%Past year+20.9%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026