Compare · 3 funds side by side · dividends reinvested

DFAS, JPSV and IWF

DFASDimensional×JPSVJ.P. Morgan×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

DFAS, JPSV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.18%+20.4%+24.3%+15.4%[…]−9.1%14.0%$30M1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.3

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 · JPSV 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$13,927

DFAS

JPSV

JPMorgan Active Small Cap Value ETF · $30M[…]

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

DFASMeasureJPSV

+12.7%Year to dateJan 1 → Nov 6+20.4%

+15.9%1 yearTotal return+24.3%

+17.3%3 years · per year$10,000 became $16,130 · $15,361+15.4%

+6.8%5 years · per year$10,000 became $13,927 · […][…]

0.30%Expense ratio$30 · $55 a year on $10k · lower is better0.55%

1.03%Trailing 12-mo yield$103 · $118 a year on $10k1.18%

−9.4%Worst dropSmaller is better−9.1%

15.7%VolatilityLower is calmer14.0%

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

2–5JPSV wins

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

More Ways to See the Pairs

DFAS vs JPSV: Top 5 Holdings

Today

DFAS

1.3%in top 5

JPSV

in top 58.3%

DFASStockJPSV

not top 5CON1.9%

not top 5NSIT1.7%

not top 5ONB1.7%

not top 5SIGI1.6%

not top 5EHC1.5%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common8.9%

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

DFAS vs JPSV Returns, Every Period

DimensionalDFAS

+15.9%

past year

JPSVJ.P. Morgan

+24.3%

past year

DFASJPSVFaded: behind in that period

1–2JPSV wins

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

DFAS vs JPSV

YTD

DimensionalDFAS

+12.7%

JPSVJ.P. Morgan

+20.4%

+12.7%Year to date+20.4%

−9.4%Worst drop · 1Y−9.1%

15.7%Volatility · 1Y14.0%

1.0%Yield1.2%

$33.7BAssets$29.8M

4–0JPSV wins

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

Cost, Income and Risk

Fees: DFAS, JPSV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

JPSV0.55%$55

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

Yields: DFAS, JPSV, IWF

1.18%highest, JPSV

FundTrailing yieldYield$10k

JPSV1.18%$118

DFAS1.03%$103

IWF0.39%$39

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

JPSV$118 − $55 = $63

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, JPSV, IWF

Today

8.9%most shared, DFAS and JPSV

DFASJPSVIWF

DFAS—8.9%1.4%

JPSV8.9%—0.0%

IWF1.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+24.3%JPSV, at 14.0% volatility

JPSVWorst drop−9.1%14.0% vol

DFASWorst drop−9.4%15.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

JPSVDFAS

+20.4%Year to date+12.7%

1.2%Yield1.0%

+24.3%Past year+15.9%

0.55%Fee0.30%

3–1JPSV 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