Compare · 4 funds side by side · dividends reinvested

DFAS, VUG, VOO and IWF

DFASDimensional×VUGVanguard×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

DFAS, VUG, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

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 · VUG 2004 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

DFASMeasureVOO

+16.1%Year to dateJan 1 → Nov 9+11.3%

+20.9%1 yearTotal return+13.6%

+17.5%3 years · per year$10,000 became $16,239 · $18,159+22.0%

+7.0%5 years · per year$10,000 became $14,033 · $17,543+11.9%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $107 a year on $10k1.07%

−9.4%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer13.7%

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

2–6VOO 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 VOO: Top 5 Holdings

Today

DFAS

1.3%in top 5

VOO

in top 528.3%

DFASStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

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 common0.9%

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

DFAS vs VOO Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

DFASVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: DFAS vs VOO

YTD

DimensionalDFAS

+16.1%

VOOVanguard

+11.3%

+16.1%Year to date+11.3%

−9.4%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y13.7%

1.0%Yield1.1%

$33.7BAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: DFAS, VUG, VOO, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

IWF0.18%$18

DFAS0.30%$30

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

Yields: DFAS, VUG, VOO, IWF

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

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

$104most kept, VOO

VOO$107 − $3 = $104

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, VUG, VOO, IWF

Today

78.1%most shared, VUG and IWF

DFASVUGVOOIWF

DFAS—0.0%0.9%1.4%

VUG0.0%—58.2%78.1%

VOO0.9%58.2%—59.3%

IWF1.4%78.1%59.3%—

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

VOOWorst drop−8.9%13.7% vol

DFASWorst drop−9.4%15.9% 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

VOODFAS

+11.3%Year to date+16.1%

1.1%Yield1.0%

+13.6%Past year+20.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026