Compare · 3 funds side by side · dividends reinvested

DFAS, SLYV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · best of the three

Story of the three · IncomeMost incomeSLYV · 1.93% · $193 a year on $10k

Story of the three · RiskSmallest drop

DFAS, SLYV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 600 Small Cap Value ETFUS Stock Styles · Small cap0.15%1.93%+18.2%+20.1%+16.8%+6.0%−9.4%16.2%$5.0B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · SLYV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,697

IWF

DFAS

Dimensional - US Small Cap ETF · $33.5B$13,661

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

IWFMeasure

More Ways to See the Pairs

IWF vs DFAS: Top 5 Holdings

Today

IWF

38.2%in top 5

DFAS

in top 51.4%

IWFStockDFAS

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

Cost, Income and Risk

Fees: DFAS, SLYV, IWF

Today

0.15%lowest, SLYV

FundExpense ratioFee$10k

SLYV0.15%$15

IWF0.18%$18

DFAS0.30%$30

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAS, SLYV, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DFAS

−1.5%Year to dateJan 1 → Nov 12+15.2%

−3.0%1 yearTotal return+17.7%

+19.2%3 years · per year$10,000 became $16,957 · $15,968+16.9%

+9.4%5 years · per year$10,000 became $15,697 · $13,661+6.4%

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

0.37%Trailing 12-mo yield$37 · $101 a year on $10k1.01%

−14.6%Worst dropSmaller is better−9.4%

19.6%VolatilityLower is calmer16.0%

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

3–5DFAS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common1.5%

End-of-day Nov 12, 2026 · share of each fund

IWF vs DFAS Returns, Every Period

5Y

iSharesIWF

+9.4%

5 years, per year

DFASDimensional

+6.4%

5 years, per year

IWFDFASFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IWF vs SLYV

YTD

iSharesIWF

−1.5%

SLYVSPDR

+18.2%

−1.5%Year to date+18.2%

−14.6%Worst drop · 1Y−9.4%

19.6%Volatility · 1Y16.2%

0.4%Yield1.9%

$119BAssets$5.0B

4–0SLYV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.93%highest, SLYV

FundTrailing yieldYield$10k

SLYV1.93%$193

DFAS1.01%$101

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$178most kept, SLYV

SLYV$193 − $15 = $178

DFAS$101 − $30 = $71

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, SLYV, IWF

Today

24.7%most shared, DFAS and SLYV

DFASSLYVIWF

DFAS—24.7%1.5%

SLYV24.7%—0.0%

IWF1.5%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.1%SLYV, at 16.2% volatility

DFASWorst drop−9.4%16.0% vol

SLYVWorst drop−9.4%16.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SLYVDFAS

+18.2%Year to date+15.2%

1.9%Yield1.0%

+20.1%Past year+17.7%

0.15%Fee0.30%

4–0SLYV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DFAS, SLYV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three