Compare · 3 funds side by side · dividends reinvested

DFAS, SAWS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

DFAS, SAWS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.0

AAM Sawgrass U.S. Small Cap Quality Growth ETFUS Stock Styles · Small cap0.55%0.02%+1.1%+1.3%[…][…]−18.9%19.2%$7M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · SAWS 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,441

IWF

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

IWFMeasureDFAS

−5.3%Year to dateJan 1 → Nov 6+12.7%

−6.5%1 yearTotal return+15.9%

+19.4%3 years · per year$10,000 became $17,022 · $16,130+17.3%

+9.1%5 years · per year$10,000 became $15,442 · $13,927+6.8%

0.18%Expense ratio$18 · $30 a year on $10k · lower is better0.30%

0.39%Trailing 12-mo yield$39 · $103 a year on $10k1.03%

−14.6%Worst dropSmaller is better−9.4%

19.4%VolatilityLower is calmer15.7%

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

3–5DFAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs DFAS: Top 5 Holdings

Today

IWF

39.8%in top 5

DFAS

in top 51.3%

IWFStockDFAS

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common1.4%

End-of-day Nov 6, 2026 · share of each fund

IWF vs DFAS Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

IWFDFASFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWF vs DFAS

YTD

iSharesIWF

−5.3%

DFASDimensional

+12.7%

−5.3%Year to date+12.7%

−14.6%Worst drop · 1Y−9.4%

19.4%Volatility · 1Y15.7%

0.4%Yield1.0%

$113BAssets$33.8B

4–0DFAS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SAWS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

SAWS0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, SAWS, IWF

1.03%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.03%$103

IWF0.39%$39

SAWS0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

SAWS$2 − $55 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, SAWS, IWF

Today

5.5%most shared, DFAS and SAWS

DFASSAWSIWF

DFAS—5.5%1.4%

SAWS5.5%—0.1%

IWF1.4%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

DFASWorst drop−9.4%15.7% vol

SAWSWorst drop−18.9%19.2% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFASSAWS

+12.7%Year to date+1.1%

1.0%Yield0.0%

+15.9%Past year+1.3%

0.30%Fee0.55%

4–0DFAS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026