Compare · 4 funds side by side · dividends reinvested

DFAS, QVMS, IWF and VUG

DFASDimensional×QVMSInvesco×IWFiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeQVMS · 1.25% · $125 a year on $10k

Story of the four · RiskSmallest drop

DFAS, QVMS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap 600 QVM Multi-factor ETFUS Stock Styles · Small cap0.15%1.25%+20.0%+21.4%+17.2%+6.4%−9.7%16.6%$243M2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.9B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.3

Rank among the four1st → 4thFee, 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 · QVMS 2021 · IWF 2000 · VUG 2004

Head to Head

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Head to Head

5Y

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

DFAS

More Ways to See the Pairs

DFAS vs QVMS: Top 5 Holdings

Today

DFAS

1.3%in top 5

QVMS

in top 53.2%

DFASStockQVMS

not top 5PAYC0.7%

not top 5VSXY0.6%

not top 5RHP0.6%

not top 5VSAT0.6%

not top 5JXN0.6%

Cost, Income and Risk

Fees: DFAS, QVMS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

QVMS0.15%$15

IWF0.18%$18

DFAS0.30%$30

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

Popular Pairs Near These Four

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%

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $243M$13,659

$10,000 five years ago, dividends reinvested · they hold 30.3% in common

DFASMeasureQVMS

+16.7%Year to dateJan 1 → Nov 11+20.0%

+19.5%1 yearTotal return+21.4%

+17.2%3 years · per year$10,000 became $16,103 · $16,108+17.2%

+6.7%5 years · per year$10,000 became $13,826 · $13,659+6.4%

0.30%Expense ratio$30 · $15 a year on $10k · lower is better0.15%

1.00%Trailing 12-mo yield$100 · $125 a year on $10k1.25%

−9.4%Worst dropSmaller is better−9.7%

15.9%VolatilityLower is calmer16.6%

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

3–4QVMS wins

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

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 common30.3%

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

DFAS vs QVMS Returns, Every Period

5Y

DimensionalDFAS

+6.7%

5 years, per year

QVMSInvesco

+6.4%

5 years, per year

DFASQVMSFaded: behind in that period

1–2QVMS wins

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

DFAS vs QVMS

YTD

DimensionalDFAS

+16.7%

QVMSInvesco

+20.0%

+16.7%Year to date+20.0%

−9.4%Worst drop · 1Y−9.7%

15.9%Volatility · 1Y16.6%

1.0%Yield1.2%

$33.9BAssets$243M

2–2level

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

Yields: DFAS, QVMS, IWF, VUG

1Y

1.25%highest, QVMS

FundTrailing yieldYield$10k

QVMS1.25%$125

DFAS1.00%$100

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$110most kept, QVMS

QVMS$125 − $15 = $110

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAS, QVMS, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFASQVMSIWFVUG

DFAS—30.3%1.5%0.0%

QVMS30.3%—0.0%0.0%

IWF1.5%0.0%—78.0%

VUG0.0%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+21.4%QVMS, at 16.6% volatility

DFASWorst drop−9.4%15.9% vol

QVMSWorst drop−9.7%16.6% vol

VUGWorst drop−15.1%19.1% 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

QVMSDFAS

+20.0%Year to date+16.7%

1.2%Yield1.0%

+21.4%Past year+19.5%

0.15%Fee0.30%

4–0QVMS wins

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, QVMS, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four