Compare · 4 funds side by side · dividends reinvested

DFAS, SMMV, IWF and VUG

DFASDimensional×SMMViShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

DFAS, SMMV, IWF and VUG, 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%$33.7B2.3

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$277M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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 6, 2026 · returns include dividends · since: DFAS 1992 · SMMV 2016 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

DFAS

Dimensional - US Small Cap ETF · $33.7B$13,927

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

VUGMeasureDFAS

+1.4%Year to dateJan 1 → Nov 6+12.7%

+0.2%1 yearTotal return+15.9%

+22.6%3 years · per year$10,000 became $18,415 · $16,130+17.3%

+10.0%5 years · per year$10,000 became $16,124 · $13,927+6.8%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

0.42%Trailing 12-mo yield$42 · $103 a year on $10k1.03%

−15.1%Worst dropSmaller is better−9.4%

19.0%VolatilityLower is calmer15.7%

VUGDFAS 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

VUG vs DFAS: Top 5 Holdings

Today

VUG

45.2%in top 5

DFAS

in top 51.3%

VUGStockDFAS

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%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 common0.0%

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

VUG vs DFAS Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

VUGDFASFaded: behind in that period

2–2Level

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

VUG vs SMMV

YTD

VanguardVUG

+1.4%

SMMViShares

+8.8%

+1.4%Year to date+8.8%

−15.1%Worst drop · 1Y−7.0%

19.0%Volatility · 1Y9.8%

0.4%Yield1.6%

$233BAssets$277M

4–0SMMV wins

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

Cost, Income and Risk

Fees: DFAS, SMMV, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SMMV0.20%$20

DFAS0.30%$30

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

Yields: DFAS, SMMV, IWF, VUG

1.58%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.58%$158

DFAS1.03%$103

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$138most kept, SMMV

SMMV$158 − $20 = $138

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, SMMV, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFASSMMVIWFVUG

DFAS—26.6%1.4%0.0%

SMMV26.6%—0.6%0.0%

IWF1.4%0.6%—78.0%

VUG0.0%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

+15.9%DFAS, at 15.7% volatility

SMMVWorst drop−7.0%9.8% vol

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% 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

SMMVDFAS

+8.8%Year to date+12.7%

1.6%Yield1.0%

+11.9%Past year+15.9%

0.20%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.7B

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