Compare · 4 funds side by side · dividends reinvested

DFAS, SMLL, IWF and VUG

DFASDimensional×SMLLHarbor×IWFiShares×VUGVanguard×

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, SMLL, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B1.9

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.06%+15.0%+17.7%[…][…]−12.1%17.2%$13M2.2

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%$115B3.1

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 · SMLL 2024 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

SMLL

Harbor Active Small Cap ETF (SMLL) · $13M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureSMLL

+4.2%Year to dateJan 1 → Nov 9+15.0%

+4.7%1 yearTotal return+17.7%

+22.9%3 years · per year$10,000 became $18,569 · […][…]

+10.6%5 years · per year$10,000 became $16,565 · […][…]

0.03%Expense ratio$3 · $80 a year on $10k · lower is better0.80%

0.41%Trailing 12-mo yield$41 · $206 a year on $10k2.06%

−15.1%Worst dropSmaller is better−12.1%

19.1%VolatilityLower is calmer17.2%

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

1–5SMLL wins

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

More Ways to See the Pairs

VUG vs SMLL: Top 5 Holdings

Today

VUG

45.2%in top 5

SMLL

in top 522.7%

VUGStockSMLL

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

not top 5POOL5.6%

not top 5MORN5.6%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5PCTY4.2%

not top 5WTFC3.8%

not top 5DOCS3.5%

Held in common0.0%

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

VUG vs SMLL Returns, Every Period

VanguardVUG

+4.7%

past year

SMLLHarbor

+17.7%

past year

VUGSMLLFaded: behind in that period

0–2SMLL wins

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

VUG vs SMLL

YTD

VanguardVUG

+4.2%

SMLLHarbor

+15.0%

+4.2%Year to date+15.0%

−15.1%Worst drop · 1Y−12.1%

19.1%Volatility · 1Y17.2%

0.4%Yield2.1%

$233BAssets$13.4M

4–0SMLL wins

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

Cost, Income and Risk

Fees: DFAS, SMLL, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

SMLL0.80%$80

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

Yields: DFAS, SMLL, IWF, VUG

2.06%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.06%$206

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

$126most kept, SMLL

SMLL$206 − $80 = $126

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, SMLL, IWF, VUG

Today

78.1%most shared, IWF and VUG

DFASSMLLIWFVUG

DFAS—3.8%1.4%0.0%

SMLL3.8%—0.1%0.0%

IWF1.4%0.1%—78.1%

VUG0.0%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

SMLLWorst drop−12.1%17.2% 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

SMLLDFAS

+15.0%Year to date+16.1%

2.1%Yield1.0%

+17.7%Past year+20.9%

0.80%Fee0.30%

3–1DFAS 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

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

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