Compare · 3 funds side by side · dividends reinvested

DFAS, IWN and VUG

DFASDimensional×IWNiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

DFAS, IWN and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.54%+17.5%+21.0%+20.1%+6.8%−8.5%15.9%$13.9B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: DFAS 1992 · IWN 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

IWN

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

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

VUGMeasureIWN

+1.4%Year to dateJan 1 → Nov 6+17.5%

+0.2%1 yearTotal return+21.0%

+22.6%3 years · per year$10,000 became $18,415 · $17,306+20.1%

+10.0%5 years · per year$10,000 became $16,124 · $13,927+6.8%

0.03%Expense ratio$3 · $24 a year on $10k · lower is better0.24%

0.42%Trailing 12-mo yield$42 · $154 a year on $10k1.54%

−15.1%Worst dropSmaller is better−8.5%

19.0%VolatilityLower is calmer15.9%

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

3–5IWN wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs IWN: Top 5 Holdings

Today

VUG

45.2%in top 5

IWN

in top 52.9%

VUGStockIWN

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 5UMBF0.6%

not top 5CTRE0.6%

not top 5JXN0.6%

not top 5ONB0.5%

not top 5VSAT0.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VUG vs IWN Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

IWNiShares

+6.8%

5 years, per year

VUGIWNFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs IWN

YTD

VanguardVUG

+1.4%

IWNiShares

+17.5%

+1.4%Year to date+17.5%

−15.1%Worst drop · 1Y−8.5%

19.0%Volatility · 1Y15.9%

0.4%Yield1.5%

$233BAssets$13.9B

4–0IWN wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, IWN, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWN0.24%$24

DFAS0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, IWN, VUG

1.54%highest, IWN

FundTrailing yieldYield$10k

IWN1.54%$154

DFAS1.03%$103

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, IWN, VUG

Today

31.4%most shared, DFAS and IWN

DFASIWNVUG

DFAS—31.4%0.0%

IWN31.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.0%IWN, at 15.9% volatility

DFASWorst drop−9.4%15.7% vol

IWNWorst drop−8.5%15.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWNDFAS

+17.5%Year to date+12.7%

1.5%Yield1.0%

+21.0%Past year+15.9%

0.24%Fee0.30%

4–0IWN wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026