Compare · 4 funds side by side · dividends reinvested

DFAS, RSSL, VUG and IWF

DFASDimensional×RSSLGlobal X×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, RSSL, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Russell 2000 ETFUS Stock Styles · Small cap0.08%1.32%+15.4%+18.7%[…][…]−11.1%18.9%$1.4B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · RSSL 2024 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,033

DFAS

RSSL

Global X - Russell 2000 ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 49.9% in common

DFASMeasureRSSL

+16.1%Year to dateJan 1 → Nov 9+15.4%

+20.9%1 yearTotal return+18.7%

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

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

0.30%Expense ratio$30 · $8 a year on $10k · lower is better0.08%

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

−9.4%Worst dropSmaller is better−11.1%

15.9%VolatilityLower is calmer18.9%

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

4–2DFAS wins

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

More Ways to See the Pairs

DFAS vs RSSL: Top 5 Holdings

Today

DFAS

1.3%in top 5

RSSL

in top 51.9%

DFASStockRSSL

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

0.3%SWKSnot top 5

not top 5CTRE0.3%

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common49.9%

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

DFAS vs RSSL Returns, Every Period

DimensionalDFAS

+20.9%

past year

RSSLGlobal X

+18.7%

past year

DFASRSSLFaded: behind in that period

2–0DFAS wins

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

DFAS vs RSSL

YTD

DimensionalDFAS

+16.1%

RSSLGlobal X

+15.4%

+16.1%Year to date+15.4%

−9.4%Worst drop · 1Y−11.1%

15.9%Volatility · 1Y18.9%

1.0%Yield1.3%

$34.7BAssets$1.4B

3–1DFAS wins

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

Cost, Income and Risk

Fees: DFAS, RSSL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

RSSL0.08%$8

IWF0.18%$18

DFAS0.30%$30

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

Yields: DFAS, RSSL, VUG, IWF

1.32%highest, RSSL

FundTrailing yieldYield$10k

RSSL1.32%$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

$124most kept, RSSL

RSSL$132 − $8 = $124

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, RSSL, VUG, IWF

Today

78.1%most shared, VUG and IWF

DFASRSSLVUGIWF

DFAS—49.9%0.0%1.4%

RSSL49.9%—0.0%0.0%

VUG0.0%0.0%—78.1%

IWF1.4%0.0%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

RSSLWorst drop−11.1%18.9% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

RSSLDFAS

+15.4%Year to date+16.1%

1.3%Yield1.0%

+18.7%Past year+20.9%

0.08%Fee0.30%

2–2level

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$61.4B

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%

$122BAssets$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