Compare · 3 funds side by side · dividends reinvested

DFAS, IWM and VUG

DFASDimensional×IWMiShares×VUGVanguard×

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

02 / 04

DFAS, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, 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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

DFAS

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

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

IWMMeasureDFAS

+10.8%Year to dateJan 1 → Nov 5+12.6%

+13.5%1 yearTotal return+17.3%

+19.4%3 years · per year$10,000 became $17,029 · $16,215+17.5%

+4.8%5 years · per year$10,000 became $12,637 · $13,932+6.9%

0.19%Expense ratio$19 · $30 a year on $10k · lower is better0.30%

1.01%Trailing 12-mo yield$101 · $104 a year on $10k1.04%

−11.1%Worst dropSmaller is better−9.4%

18.7%VolatilityLower is calmer15.8%

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

2–6DFAS wins

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

More Ways to See the Pairs

IWM vs DFAS: Top 5 Holdings

Today

IWM

1.8%in top 5

DFAS

in top 51.4%

IWMStockDFAS

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

not top 5SWKS0.3%

0.3%EATnot top 5

not top 5HALO0.3%

0.3%TWSTnot top 5

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common50.3%

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

IWM vs DFAS Returns, Every Period

iSharesIWM

+4.8%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

IWMDFASFaded: behind in that period

1–3DFAS wins

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

IWM vs DFAS

YTD

iSharesIWM

+10.8%

DFASDimensional

+12.6%

+10.8%Year to date+12.6%

−11.1%Worst drop · 1Y−9.4%

18.7%Volatility · 1Y15.8%

1.0%Yield1.0%

$77.4BAssets$35.2B

3–0DFAS wins

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

Cost, Income and Risk

Fees: DFAS, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

DFAS0.30%$30

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

Yields: DFAS, IWM, VUG

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

IWM1.01%$101

VUG0.43%$43

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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

Overlap: DFAS, IWM, VUG

Today

50.3%most shared, DFAS and IWM

DFASIWMVUG

DFAS—50.3%0.0%

IWM50.3%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

DFASWorst drop−9.4%15.8% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DFASIWM

+12.6%Year to date+10.8%

1.0%Yield1.0%

+17.3%Past year+13.5%

0.30%Fee0.19%

2–1DFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB 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