Compare · 4 funds side by side · dividends reinvested

DFAS, SIXS, IWF and VTV

DFASDimensional×SIXSMeridian×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

DFAS, SIXS, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

ETC 6 Meridian Small Cap Equity ETFUS Stock Styles · Small cap0.31%1.95%+16.0%+21.0%+12.7%+4.5%−9.0%13.2%$146M2.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.3

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 · SIXS 2020 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

ETC 6 Meridian Small Cap Equity ETF · $146M$12,460

SIXS

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

SIXSMeasureDFAS

+16.0%Year to dateJan 1 → Nov 9+16.1%

+21.0%1 yearTotal return+20.9%

+12.7%3 years · per year$10,000 became $14,330 · $16,239+17.5%

+4.5%5 years · per year$10,000 became $12,460 · $14,033+7.0%

0.31%Expense ratio$31 · $30 a year on $10k · lower is better0.30%

1.95%Trailing 12-mo yield$195 · $100 a year on $10k1.00%

−9.0%Worst dropSmaller is better−9.4%

13.2%VolatilityLower is calmer15.9%

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

4–4Level

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

More Ways to See the Pairs

SIXS vs DFAS: Top 5 Holdings

Today

SIXS

10.4%in top 5

DFAS

in top 51.3%

SIXSStockDFAS

2.2%AGOnot top 5

2.2%INSWnot top 5

2.1%INVAnot top 5

2.0%PARRnot top 5

1.9%GPORnot 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 common4.3%

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

SIXS vs DFAS Returns, Every Period

MeridianSIXS

+4.5%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

SIXSDFASFaded: behind in that period

1–3DFAS wins

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

SIXS vs VTV

YTD

MeridianSIXS

+16.0%

VTVVanguard

+20.9%

+16.0%Year to date+20.9%

−9.0%Worst drop · 1Y−6.4%

13.2%Volatility · 1Y10.8%

2.0%Yield1.8%

$146MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: DFAS, SIXS, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAS0.30%$30

SIXS0.31%$31

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

Yields: DFAS, SIXS, IWF, VTV

1.95%highest, SIXS

FundTrailing yieldYield$10k

SIXS1.95%$195

VTV1.83%$183

DFAS1.00%$100

IWF0.38%$38

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SIXS$195 − $31 = $164

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAS, SIXS, IWF, VTV

Today

11.8%most shared, IWF and VTV

DFASSIXSIWFVTV

DFAS—4.3%1.4%0.1%

SIXS4.3%—0.0%0.0%

IWF1.4%0.0%—11.8%

VTV0.1%0.0%11.8%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SIXSWorst drop−9.0%13.2% vol

DFASWorst drop−9.4%15.9% 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

SIXSVTV

+16.0%Year to date+20.9%

2.0%Yield1.8%

+21.0%Past year+25.4%

0.31%Fee0.03%

3–1VTV 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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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