Compare · 2 funds side by side · dividends reinvested

DFAS and IWM

DFASDimensional×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

DFAS and IWM, 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%$34.7B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,758

DFAS

IWM

iShares Russell 2000 ETF · $75.8B$13,509

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

DFASMeasureIWM

+17.0%Year to dateJan 1 → Nov 4+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 4, 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 51.9%

DFASStockIWM

not top 5GKOS0.5%

not top 5BTSG0.4%

0.3%MOG-A0.3%

not top 5UMBF0.3%

0.3%SWKSnot top 5

not top 5VSAT0.3%

0.3%HALOnot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common50.1%

End-of-day Nov 4, 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 4, 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%

$34.7BAssets$75.8B

3–0DFAS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAS, IWM

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, IWM

Today

50.1%most shared, DFAS and IWM

DFASIWM

DFAS—50.1%

IWM50.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.4%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 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 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026