Compare · 4 funds side by side · dividends reinvested

DFAS, IWN, IWF and VUG

DFASDimensional×IWNiShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

DFAS, IWN, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.50%+20.6%+25.9%+19.8%+6.9%−8.5%16.0%$13.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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 · IWN 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,093

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureDFAS

+4.2%Year to dateJan 1 → Nov 9+16.6%

+4.7%1 yearTotal return+21.5%

+22.9%3 years · per year$10,000 became $18,569 · $16,308+17.7%

+10.6%5 years · per year$10,000 became $16,565 · $14,093+7.1%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

0.41%Trailing 12-mo yield$41 · $100 a year on $10k1.00%

−15.1%Worst dropSmaller is better−9.4%

19.1%VolatilityLower is calmer16.0%

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

3–5DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs DFAS: Top 5 Holdings

Today

VUG

45.2%in top 5

DFAS

in top 51.3%

VUGStockDFAS

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common0.0%

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

VUG vs DFAS Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

DFASDimensional

+7.1%

5 years, per year

VUGDFASFaded: behind in that period

2–2Level

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

VUG vs IWN

YTD

VanguardVUG

+4.2%

IWNiShares

+20.6%

+4.2%Year to date+20.6%

−15.1%Worst drop · 1Y−8.5%

19.1%Volatility · 1Y16.0%

0.4%Yield1.5%

$233BAssets$13.9B

4–0IWN wins

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

Cost, Income and Risk

Fees: DFAS, IWN, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

IWN0.24%$24

DFAS0.30%$30

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

Yields: DFAS, IWN, IWF, VUG

1.50%highest, IWN

FundTrailing yieldYield$10k

IWN1.50%$150

DFAS1.00%$100

VUG0.41%$41

IWF0.39%$39

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

Income After Fees on $10,000

$126most kept, IWN

IWN$150 − $24 = $126

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, IWN, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFASIWNIWFVUG

DFAS—31.4%1.4%0.0%

IWN31.4%—0.0%0.0%

IWF1.4%0.0%—78.0%

VUG0.0%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

+25.9%IWN, at 16.0% volatility

IWNWorst drop−8.5%16.0% vol

DFASWorst drop−9.4%16.0% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IWNDFAS

+20.6%Year to date+16.6%

1.5%Yield1.0%

+25.9%Past year+21.5%

0.24%Fee0.30%

4–0IWN 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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026