Compare · 3 funds side by side · dividends reinvested

DFSV, IWF and VO

DFSVDimensional×IWFiShares×VOVanguard×

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

02 / 04

DFSV, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.6

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.38%+20.8%+28.4%+18.3%[…]−9.4%15.2%$27.1B1.9

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: DFSV 1993 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Value Portfolio ETF Class Shares · $27.1B[…]

DFSV

IWF

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

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

DFSVMeasureIWF

+20.8%Year to dateJan 1 → Nov 9−2.5%

+28.4%1 yearTotal return−2.2%

+18.3%3 years · per year$10,000 became $16,566 · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

1.38%Trailing 12-mo yield$138 · $38 a year on $10k0.38%

−9.4%Worst dropSmaller is better−14.6%

15.2%VolatilityLower is calmer19.5%

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

5–2DFSV wins

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

More Ways to See the Pairs

DFSV vs IWF: Top 5 Holdings

Today

DFSV

3.6%in top 5

IWF

in top 539.7%

DFSVStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.9%ELANnot top 5

0.7%SWKSnot top 5

0.7%SWKnot top 5

0.7%IVZnot top 5

0.7%SSBnot top 5

Held in common0.0%

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

DFSV vs IWF Returns, Every Period

DimensionalDFSV

+28.4%

past year

IWFiShares

−2.2%

past year

DFSVIWFFaded: behind in that period

2–1DFSV wins

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

DFSV vs VO

YTD

DimensionalDFSV

+20.8%

VOVanguard

+13.6%

+20.8%Year to date+13.6%

−9.4%Worst drop · 1Y−8.2%

15.2%Volatility · 1Y13.1%

1.4%Yield1.4%

$27.1BAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: DFSV, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFSV0.31%$31

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

Yields: DFSV, IWF, VO

1.38%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.38%$138

VO1.35%$135

IWF0.38%$38

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFSV$138 − $31 = $107

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFSV, IWF, VO

Today

9.2%most shared, IWF and VO

DFSVIWFVO

DFSV—0.0%0.0%

IWF0.0%—9.2%

VO0.0%9.2%—

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

Return vs Bumpiness: 3 ETFs

+28.4%DFSV, at 15.2% volatility

VOWorst drop−8.2%13.1% vol

DFSVWorst drop−9.4%15.2% 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

DFSVVO

+20.8%Year to date+13.6%

1.4%Yield1.4%

+28.4%Past year+15.6%

0.31%Fee0.03%

2–1DFSV 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