Compare · 2 funds side by side · dividends reinvested

DFAS and IWN

DFASDimensional×IWNiShares×

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 IWN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.49%+21.9%+25.4%+22.1%+8.0%−8.5%15.6%$14.1B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.8

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 · IWN 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $14.1B$14,665

IWN

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 31.1% in common

IWNMeasureDFAS

+21.9%Year to dateJan 1 → Nov 4+17.0%

+25.4%1 yearTotal return+20.4%

+22.1%3 years · per year$10,000 became $18,224 · $16,976+19.3%

+8.0%5 years · per year$10,000 became $14,665 · $14,758+8.1%

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

1.49%Trailing 12-mo yield$149 · $100 a year on $10k1.00%

−8.5%Worst dropSmaller is better−9.4%

15.6%VolatilityLower is calmer15.3%

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

6–2IWN wins

End-of-day Nov 4, 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

3.0%in top 5

DFAS

in top 51.4%

IWNStockDFAS

0.6%VSATnot top 5

0.6%JXNnot top 5

0.6%UMBFnot top 5

0.6%CTREnot top 5

0.6%SMnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common31.1%

End-of-day Nov 4, 2026 · share of each fund

IWN vs DFAS Returns, Every Period

iSharesIWN

+8.0%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

IWNDFASFaded: behind in that period

3–1IWN wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWN vs DFAS

YTD

iSharesIWN

+21.9%

DFASDimensional

+17.0%

+21.9%Year to date+17.0%

−8.5%Worst drop · 1Y−9.4%

15.6%Volatility · 1Y15.3%

1.5%Yield1.0%

$14.1BAssets$34.7B

3–1IWN wins

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

Cost, Income and Risk

Fees: DFAS, IWN

Today

0.24%lowest, IWN

FundExpense ratioFee$10k

IWN0.24%$24

DFAS0.30%$30

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

Yields: DFAS, IWN

1.49%highest, IWN

FundTrailing yieldYield$10k

IWN1.49%$149

DFAS1.00%$100

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

Income After Fees on $10,000

$125most kept, IWN

IWN$149 − $24 = $125

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, IWN

Today

31.1%most shared, DFAS and IWN

DFASIWN

DFAS—31.1%

IWN31.1%—

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

Return vs Bumpiness: 2 ETFs

+25.4%IWN, at 15.6% volatility

DFASWorst drop−9.4%15.3% vol

IWNWorst drop−8.5%15.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWNDFAS

+21.9%Year to date+17.0%

1.5%Yield1.0%

+25.4%Past year+20.4%

0.24%Fee0.30%

4–0IWN wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026