Compare · 4 funds side by side · dividends reinvested

DFAS, IWM, IWF and VUG

DFASDimensional×IWMiShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

DFAS, IWM, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · IWM 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

IWM

iShares Russell 2000 ETF · $77.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 50.3% in common

DFASMeasureIWM

+17.0%Year to dateJan 1 → Nov 5+16.2%

+20.4%1 yearTotal return+16.9%

+19.3%3 years · per year$10,000 became $16,976 · $18,002+21.6%

+8.1%5 years · per year$10,000 became $14,758 · $13,509+6.2%

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

1.00%Trailing 12-mo yield$100 · $96 a year on $10k0.96%

−9.4%Worst dropSmaller is better−11.1%

15.3%VolatilityLower is calmer18.2%

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

6–2DFAS wins

End-of-day Nov 5, 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

1.4%in top 5

IWM

in top 51.8%

DFASStockIWM

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

0.3%SWKSnot top 5

not top 5EAT0.3%

0.3%HALOnot top 5

not top 5TWST0.3%

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common50.3%

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

DFAS vs IWM Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

IWMiShares

+6.2%

5 years, per year

DFASIWMFaded: behind in that period

3–1DFAS wins

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

DFAS vs IWM

YTD

DimensionalDFAS

+17.0%

IWMiShares

+16.2%

+17.0%Year to date+16.2%

−9.4%Worst drop · 1Y−11.1%

15.3%Volatility · 1Y18.2%

1.0%Yield1.0%

$35.2BAssets$77.4B

3–0DFAS wins

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

Cost, Income and Risk

Fees: DFAS, IWM, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

IWM0.19%$19

DFAS0.30%$30

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

Yields: DFAS, IWM, IWF, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

IWM0.96%$96

VUG0.40%$40

IWF0.37%$37

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAS, IWM, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFASIWMIWFVUG

DFAS—50.3%1.4%0.0%

IWM50.3%—0.0%0.0%

IWF1.4%0.0%—78.0%

VUG0.0%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

+20.4%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

DFASIWM

+17.0%Year to date+16.2%

1.0%Yield1.0%

+20.4%Past year+16.9%

0.30%Fee0.19%

2–1DFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026