Compare · 3 funds side by side · dividends reinvested

DFAS, VBR and IWF

DFASDimensional×VBRVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

DFAS, VBR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · VBR 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,927

DFAS

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,197

$10,000 five years ago, dividends reinvested · they hold 49.0% in common

DFASMeasureVBR

+12.7%Year to dateJan 1 → Nov 6+15.9%

+15.9%1 yearTotal return+19.5%

+17.3%3 years · per year$10,000 became $16,130 · $16,848+19.0%

+6.8%5 years · per year$10,000 became $13,927 · $15,197+8.7%

0.30%Expense ratio$30 · $5 a year on $10k · lower is better0.05%

1.03%Trailing 12-mo yield$103 · $183 a year on $10k1.83%

−9.4%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer14.2%

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

0–8VBR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs VBR: Top 5 Holdings

Today

DFAS

1.3%in top 5

VBR

in top 53.3%

DFASStockVBR

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common49.0%

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

DFAS vs VBR Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

DFASVBRFaded: behind in that period

0–4VBR wins

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

DFAS vs VBR

YTD

DimensionalDFAS

+12.7%

VBRVanguard

+15.9%

+12.7%Year to date+15.9%

−9.4%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y14.2%

1.0%Yield1.8%

$33.8BAssets$35.1B

4–0VBR wins

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

Cost, Income and Risk

Fees: DFAS, VBR, IWF

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IWF0.18%$18

DFAS0.30%$30

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

Yields: DFAS, VBR, IWF

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

DFAS1.03%$103

IWF0.39%$39

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, VBR, IWF

Today

49.0%most shared, DFAS and VBR

DFASVBRIWF

DFAS—49.0%1.4%

VBR49.0%—0.7%

IWF1.4%0.7%—

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

Return vs Bumpiness: 3 ETFs

+19.5%VBR, at 14.2% volatility

VBRWorst drop−8.9%14.2% vol

DFASWorst drop−9.4%15.7% 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

VBRDFAS

+15.9%Year to date+12.7%

1.8%Yield1.0%

+19.5%Past year+15.9%

0.05%Fee0.30%

4–0VBR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.1B

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