Compare · 3 funds side by side · dividends reinvested

DFAS, JPSE and IWF

DFASDimensional×JPSEJ.P. Morgan×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeJPSE · 1.43% · $143 a year on $10k

Story of the three · RiskSmallest drop

DFAS, JPSE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.9B1.9

JPMorgan Diversified Return U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.29%1.43%+16.1%+17.4%+16.0%+5.8%−8.0%14.8%$574M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAS 1992 · JPSE 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,826

DFAS

IWF

iShares Russell 1000 Growth ETF · $119B$15,927

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

DFAS

More Ways to See the Pairs

DFAS vs IWF: Top 5 Holdings

Today

DFAS

1.3%in top 5

IWF

in top 538.3%

DFASStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: DFAS, JPSE, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JPSE0.29%$29

DFAS0.30%$30

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAS, JPSE, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

IWF

+16.7%Year to dateJan 1 → Nov 11−1.2%

+19.5%1 yearTotal return−2.8%

+17.2%3 years · per year$10,000 became $16,103 · $17,180+19.8%

+6.7%5 years · per year$10,000 became $13,826 · $15,927+9.8%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

1.00%Trailing 12-mo yield$100 · $37 a year on $10k0.37%

−9.4%Worst dropSmaller is better−14.6%

15.9%VolatilityLower is calmer19.6%

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

5–3DFAS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%CCKnot top 5

Held in common1.5%

End-of-day Nov 11, 2026 · share of each fund

DFAS vs IWF Returns, Every Period

5Y

DimensionalDFAS

+6.7%

5 years, per year

IWFiShares

+9.8%

5 years, per year

DFASIWFFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAS vs JPSE

YTD

DimensionalDFAS

+16.7%

JPSEJ.P. Morgan

+16.1%

+16.7%Year to date+16.1%

−9.4%Worst drop · 1Y−8.0%

15.9%Volatility · 1Y14.8%

1.0%Yield1.4%

$33.9BAssets$574M

3–1JPSE wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.43%highest, JPSE

FundTrailing yieldYield$10k

JPSE1.43%$143

DFAS1.00%$100

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$114most kept, JPSE

JPSE$143 − $29 = $114

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAS, JPSE, IWF

Today

25.5%most shared, DFAS and JPSE

DFASJPSEIWF

DFAS—25.5%1.5%

JPSE25.5%—0.0%

IWF1.5%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.5%DFAS, at 15.9% volatility

JPSEWorst drop−8.0%14.8% vol

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JPSEDFAS

+16.1%Year to date+16.7%

1.4%Yield1.0%

+17.4%Past year+19.5%

0.29%Fee0.30%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAS, JPSE and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three