Compare · 3 funds side by side · dividends reinvested

DFAS, SMMV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

DFAS, SMMV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.9

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.57%+9.6%+13.3%+15.1%+6.0%−7.0%9.8%$285M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · SMMV 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285M$13,412

SMMV

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

SMMVMeasureDFAS

+9.6%Year to dateJan 1 → Nov 5+12.6%

+13.3%1 yearTotal return+17.3%

+15.1%3 years · per year$10,000 became $15,234 · $16,215+17.5%

+6.0%5 years · per year$10,000 became $13,412 · $13,932+6.9%

0.20%Expense ratio$20 · $30 a year on $10k · lower is better0.30%

1.57%Trailing 12-mo yield$157 · $104 a year on $10k1.04%

−7.0%Worst dropSmaller is better−9.4%

9.8%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

SMMV vs DFAS: Top 5 Holdings

Today

SMMV

6.8%in top 5

DFAS

in top 51.4%

SMMVStockDFAS

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common26.6%

End-of-day Nov 5, 2026 · share of each fund

SMMV vs DFAS Returns, Every Period

iSharesSMMV

+6.0%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

SMMVDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMMV vs DFAS

YTD

iSharesSMMV

+9.6%

DFASDimensional

+12.6%

+9.6%Year to date+12.6%

−7.0%Worst drop · 1Y−9.4%

9.8%Volatility · 1Y15.8%

1.6%Yield1.0%

$285MAssets$35.2B

3–1SMMV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SMMV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SMMV0.20%$20

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, SMMV, IWF

1.57%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.57%$157

DFAS1.04%$104

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMMV, IWF

Today

26.6%most shared, DFAS and SMMV

DFASSMMVIWF

DFAS—26.6%1.4%

SMMV26.6%—0.6%

IWF1.4%0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

SMMVWorst drop−7.0%9.8% vol

DFASWorst drop−9.4%15.8% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVDFAS

+9.6%Year to date+12.6%

1.6%Yield1.0%

+13.3%Past year+17.3%

0.20%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026