Compare · 4 funds side by side · dividends reinvested

DFAS, IWN, VUG and VO

DFASDimensional×IWNiShares×VUGVanguard×VOVanguard×

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, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.51%+20.4%+25.7%+19.8%+6.8%−8.5%16.0%$13.9B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

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 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $13.9B$13,925

IWN

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,033

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

IWNMeasureDFAS

+20.4%Year to dateJan 1 → Nov 9+16.1%

+25.7%1 yearTotal return+20.9%

+19.8%3 years · per year$10,000 became $17,178 · $16,239+17.5%

+6.8%5 years · per year$10,000 became $13,925 · $14,033+7.0%

0.24%Expense ratio$24 · $30 a year on $10k · lower is better0.30%

1.51%Trailing 12-mo yield$151 · $100 a year on $10k1.00%

−8.5%Worst dropSmaller is better−9.4%

16.0%VolatilityLower is calmer15.9%

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

6–2IWN wins

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

More Ways to See the Pairs

IWN vs DFAS: Top 5 Holdings

Today

IWN

2.9%in top 5

DFAS

in top 51.3%

IWNStockDFAS

0.6%CTREnot top 5

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.6%VSATnot top 5

0.5%ONBnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common31.3%

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

IWN vs DFAS Returns, Every Period

iSharesIWN

+6.8%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

IWNDFASFaded: behind in that period

3–1IWN wins

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

IWN vs VO

YTD

iSharesIWN

+20.4%

VOVanguard

+13.6%

+20.4%Year to date+13.6%

−8.5%Worst drop · 1Y−8.2%

16.0%Volatility · 1Y13.1%

1.5%Yield1.4%

$13.9BAssets$103B

2–2level

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

Cost, Income and Risk

Fees: DFAS, IWN, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWN0.24%$24

DFAS0.30%$30

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

Yields: DFAS, IWN, VUG, VO

1.51%highest, IWN

FundTrailing yieldYield$10k

IWN1.51%$151

VO1.35%$135

DFAS1.00%$100

VUG0.41%$41

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWN$151 − $24 = $127

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAS, IWN, VUG, VO

Today

31.3%most shared, DFAS and IWN

DFASIWNVUGVO

DFAS—31.3%0.0%0.1%

IWN31.3%—0.0%0.0%

VUG0.0%0.0%—10.2%

VO0.1%0.0%10.2%—

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

Return vs Bumpiness: 4 ETFs

+25.7%IWN, at 16.0% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

IWNWorst drop−8.5%16.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IWNDFAS

+20.4%Year to date+16.1%

1.5%Yield1.0%

+25.7%Past year+20.9%

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

+33.2%

VIGVanguard

+14.8%

+33.2%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