Compare · 3 funds side by side · dividends reinvested

DFAS, PSC and IWF

DFASDimensional×PSCPrincipal×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

DFAS, PSC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.61%+15.4%+19.2%+20.9%+8.4%−10.0%17.2%$2.7B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · PSC 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

PSC

Principal U.S. Small-Cap Multi-Factor ETF · $2.7B$14,954

$10,000 five years ago, dividends reinvested · they hold 24.5% in common

DFASMeasurePSC

+12.6%Year to dateJan 1 → Nov 5+15.4%

+17.3%1 yearTotal return+19.2%

+17.5%3 years · per year$10,000 became $16,215 · $17,663+20.9%

+6.9%5 years · per year$10,000 became $13,932 · $14,954+8.4%

0.30%Expense ratio$30 · $38 a year on $10k · lower is better0.38%

1.04%Trailing 12-mo yield$104 · $61 a year on $10k0.61%

−9.4%Worst dropSmaller is better−10.0%

15.8%VolatilityLower is calmer17.2%

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

4–4Level

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

More Ways to See the Pairs

DFAS vs PSC: Top 5 Holdings

Today

DFAS

1.4%in top 5

PSC

in top 54.6%

DFASStockPSC

not top 5ZETA1.1%

not top 5TXG0.9%

not top 5TWST0.9%

not top 5EAT0.9%

not top 5FRSH0.9%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common24.5%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs PSC Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

PSCPrincipal

+8.4%

5 years, per year

DFASPSCFaded: behind in that period

0–4PSC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs PSC

YTD

DimensionalDFAS

+12.6%

PSCPrincipal

+15.4%

+12.6%Year to date+15.4%

−9.4%Worst drop · 1Y−10.0%

15.8%Volatility · 1Y17.2%

1.0%Yield0.6%

$35.2BAssets$2.7B

3–1DFAS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, PSC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

PSC0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, PSC, IWF

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

PSC0.61%$61

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

PSC$61 − $38 = $23

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, PSC, IWF

Today

24.5%most shared, DFAS and PSC

DFASPSCIWF

DFAS—24.5%1.4%

PSC24.5%—0.0%

IWF1.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.2%PSC, at 17.2% volatility

DFASWorst drop−9.4%15.8% vol

PSCWorst drop−10.0%17.2% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFASPSC

+12.6%Year to date+15.4%

1.0%Yield0.6%

+17.3%Past year+19.2%

0.30%Fee0.38%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026