Compare · 3 funds side by side · dividends reinvested

DFAS, IWN and VO

DFASDimensional×IWNiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

DFAS, IWN and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.54%+17.7%+22.7%+20.4%+6.8%−8.5%15.9%$13.9B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.4

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 · IWN 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,932

DFAS

IWN

iShares Russell 2000 Value ETF · $13.9B$13,927

$10,000 five years ago, dividends reinvested · they hold 31.3% in common

DFASMeasureIWN

+12.6%Year to dateJan 1 → Nov 5+17.7%

+17.3%1 yearTotal return+22.7%

+17.5%3 years · per year$10,000 became $16,215 · $17,460+20.4%

+6.9%5 years · per year$10,000 became $13,932 · $13,927+6.8%

0.30%Expense ratio$30 · $24 a year on $10k · lower is better0.24%

1.04%Trailing 12-mo yield$104 · $154 a year on $10k1.54%

−9.4%Worst dropSmaller is better−8.5%

15.8%VolatilityLower is calmer15.9%

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

2–6IWN 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 IWN: Top 5 Holdings

Today

DFAS

1.4%in top 5

IWN

in top 52.9%

DFASStockIWN

not top 5UMBF0.6%

not top 5JXN0.6%

not top 5CTRE0.6%

not top 5VSAT0.6%

not top 5ONB0.5%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common31.3%

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

DFAS vs IWN Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

IWNiShares

+6.8%

5 years, per year

DFASIWNFaded: behind in that period

1–3IWN wins

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

DFAS vs IWN

YTD

DimensionalDFAS

+12.6%

IWNiShares

+17.7%

+12.6%Year to date+17.7%

−9.4%Worst drop · 1Y−8.5%

15.8%Volatility · 1Y15.9%

1.0%Yield1.5%

$33.8BAssets$13.9B

3–1IWN wins

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

Cost, Income and Risk

Fees: DFAS, IWN, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWN0.24%$24

DFAS0.30%$30

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

Yields: DFAS, IWN, VO

1.54%highest, IWN

FundTrailing yieldYield$10k

IWN1.54%$154

VO1.39%$139

DFAS1.04%$104

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWN$154 − $24 = $130

DFAS$104 − $30 = $74

KeptFee

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

Overlap: DFAS, IWN, VO

Today

31.3%most shared, DFAS and IWN

DFASIWNVO

DFAS—31.3%0.1%

IWN31.3%—0.0%

VO0.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.7%IWN, at 15.9% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.8% vol

IWNWorst drop−8.5%15.9% vol

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

Paid More vs Made More

YTD

IWNDFAS

+17.7%Year to date+12.6%

1.5%Yield1.0%

+22.7%Past year+17.3%

0.24%Fee0.30%

4–0IWN wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026