Compare · 3 funds side by side · dividends reinvested

DFAS, VIOV and IWF

DFASDimensional×VIOVVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

DFAS, VIOV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.10%1.63%+19.1%+24.7%+17.7%+6.6%−9.3%16.3%$1.7B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · VIOV 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,033

DFAS

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

DFASMeasureIWF

+16.1%Year to dateJan 1 → Nov 9−2.5%

+20.9%1 yearTotal return−2.2%

+17.5%3 years · per year$10,000 became $16,239 · $17,207+19.8%

+7.0%5 years · per year$10,000 became $14,033 · $15,892+9.7%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

1.00%Trailing 12-mo yield$100 · $38 a year on $10k0.38%

−9.4%Worst dropSmaller is better−14.6%

15.9%VolatilityLower is calmer19.5%

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

5–3DFAS wins

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

More Ways to See the Pairs

DFAS vs IWF: Top 5 Holdings

Today

DFAS

1.3%in top 5

IWF

in top 539.7%

DFASStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common1.4%

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

DFAS vs IWF Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

IWFiShares

+9.7%

5 years, per year

DFASIWFFaded: behind in that period

2–2Level

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

DFAS vs VIOV

YTD

DimensionalDFAS

+16.1%

VIOVVanguard

+19.1%

+16.1%Year to date+19.1%

−9.4%Worst drop · 1Y−9.3%

15.9%Volatility · 1Y16.3%

1.0%Yield1.6%

$33.7BAssets$1.7B

3–1VIOV wins

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

Cost, Income and Risk

Fees: DFAS, VIOV, IWF

Today

0.10%lowest, VIOV

FundExpense ratioFee$10k

VIOV0.10%$10

IWF0.18%$18

DFAS0.30%$30

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

Yields: DFAS, VIOV, IWF

1.63%highest, VIOV

FundTrailing yieldYield$10k

VIOV1.63%$163

DFAS1.00%$100

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$153most kept, VIOV

VIOV$163 − $10 = $153

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, VIOV, IWF

Today

24.4%most shared, DFAS and VIOV

DFASVIOVIWF

DFAS—24.4%1.4%

VIOV24.4%—0.0%

IWF1.4%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.7%VIOV, at 16.3% volatility

DFASWorst drop−9.4%15.9% vol

VIOVWorst drop−9.3%16.3% 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

VIOVDFAS

+19.1%Year to date+16.1%

1.6%Yield1.0%

+24.7%Past year+20.9%

0.10%Fee0.30%

4–0VIOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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