Compare · 4 funds side by side · dividends reinvested

DFAS, MSML, VUG and IWF

DFASDimensional×MSMLiShares×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

DFAS, MSML, VUG 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%[…][…][…][…][…][…]$272M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · MSML 2004 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap ETF · $272M[…]

MSML

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 66.7% in common

MSMLMeasureDFAS

[…]Year to dateJan 1 → Nov 9+16.1%

[…]1 yearTotal return+20.9%

[…]3 years · per year$10,000 became […] · $16,239+17.5%

[…]5 years · per year$10,000 became […] · $14,033+7.0%

0.04%Expense ratio$4 · $30 a year on $10k · lower is better0.30%

1.32%Trailing 12-mo yield$132 · $100 a year on $10k1.00%

[…]Worst dropSmaller is better−9.4%

[…]VolatilityLower is calmer15.9%

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

2–0MSML wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSML vs DFAS: Top 5 Holdings

Today

MSML

2.8%in top 5

DFAS

in top 51.3%

MSMLStockDFAS

1.4%MRNAnot top 5

0.4%THCnot top 5

0.4%USFDnot top 5

0.4%VTRSnot top 5

0.4%RGLDnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common66.7%

End-of-day Nov 9, 2026 · share of each fund

MSML vs DFAS Returns, Every Period

iSharesMSML

[…]

past year

DFASDimensional

+20.9%

past year

Returns […]

MSMLDFASFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MSML vs DFAS

YTD

iSharesMSML

[…]

DFASDimensional

+16.1%

[…]Year to date+16.1%

[…]Worst drop · 1Y−9.4%

[…]Volatility · 1Y15.9%

1.3%Yield1.0%

$272MAssets$33.7B

1–0MSML wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, MSML, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MSML0.04%$4

IWF0.18%$18

DFAS0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, MSML, VUG, IWF

1.32%highest, MSML

FundTrailing yieldYield$10k

MSML1.32%$132

DFAS1.00%$100

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$128most kept, MSML

MSML$132 − $4 = $128

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, MSML, VUG, IWF

Today

78.1%most shared, VUG and IWF

DFASMSMLVUGIWF

DFAS—66.7%0.0%1.4%

MSML66.7%—0.1%2.0%

VUG0.0%0.1%—78.1%

IWF1.4%2.0%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.9%DFAS, at 15.9% volatility

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

MSMLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MSMLDFAS

[…]Year to date+16.1%

1.3%Yield1.0%

[…]Past year+20.9%

0.04%Fee0.30%

2–0MSML wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026