Compare · 3 funds side by side · dividends reinvested

DFAS, MSML and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

DFAS, MSML and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.04%1.32%[…][…][…][…][…][…]$277M1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.9

Rank among the three1st → 3rdFee, 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 · MSML 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

MSML

iShares MSCI USA Small-Cap ETF · $277M[…]

$10,000 five years ago, dividends reinvested · they hold 66.8% in common

DFASMeasureMSML

+17.0%Year to dateJan 1 → Nov 4[…]

+20.4%1 yearTotal return[…]

+19.3%3 years · per year$10,000 became $16,976 · […][…]

+8.1%5 years · per year$10,000 became $14,758 · […][…]

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

1.00%Trailing 12-mo yield$100 · $132 a year on $10k1.32%

−9.4%Worst dropSmaller is better[…]

15.3%VolatilityLower is calmer[…]

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

0–2MSML wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs MSML: Top 5 Holdings

Today

DFAS

1.4%in top 5

MSML

in top 52.6%

DFASStockMSML

not top 5MRNA1.2%

not top 5THC0.4%

not top 5USFD0.4%

not top 5VTRS0.3%

not top 5GH0.3%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common66.8%

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

DFAS vs MSML Returns, Every Period

DimensionalDFAS

+20.4%

past year

MSMLiShares

[…]

past year

Returns […]

DFASMSMLFaded: behind in that period

0–0Level

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

DFAS vs MSML

YTD

DimensionalDFAS

+17.0%

MSMLiShares

[…]

+17.0%Year to date[…]

−9.4%Worst drop · 1Y[…]

15.3%Volatility · 1Y[…]

1.0%Yield1.3%

$34.7BAssets$277M

1–0MSML wins

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

Cost, Income and Risk

Fees: DFAS, MSML, IWF

Today

0.04%lowest, MSML

FundExpense ratioFee$10k

MSML0.04%$4

IWF0.18%$18

DFAS0.30%$30

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

Yields: DFAS, MSML, IWF

1.32%highest, MSML

FundTrailing yieldYield$10k

MSML1.32%$132

DFAS1.00%$100

IWF0.37%$37

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

Income After Fees on $10,000

$128most kept, MSML

MSML$132 − $4 = $128

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAS, MSML, IWF

Today

66.8%most shared, DFAS and MSML

DFASMSMLIWF

DFAS—66.8%1.4%

MSML66.8%—2.1%

IWF1.4%2.1%—

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

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

IWFWorst drop−15.6%18.3% vol

MSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

MSMLDFAS

[…]Year to date+17.0%

1.3%Yield1.0%

[…]Past year+20.4%

0.04%Fee0.30%

2–0MSML wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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