Compare · 4 funds side by side · dividends reinvested

DFSV, IWM, VUG and VTV

DFSVDimensional×IWMiShares×VUGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

DFSV, IWM, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.42%+17.9%+24.0%+18.5%[…]−9.4%15.1%$27.1B2.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B3.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, 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: DFSV 1993 · IWM 2000 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSV

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

DFSVMeasureIWM

+17.9%Year to dateJan 1 → Nov 6+11.9%

+24.0%1 yearTotal return+13.0%

+18.5%3 years · per year$10,000 became $16,658 · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

0.31%Expense ratio$31 · $19 a year on $10k · lower is better0.19%

1.42%Trailing 12-mo yield$142 · $100 a year on $10k1.00%

−9.4%Worst dropSmaller is better−11.1%

15.1%VolatilityLower is calmer18.7%

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

5–2DFSV wins

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

More Ways to See the Pairs

DFSV vs IWM: Top 5 Holdings

Today

DFSV

3.6%in top 5

IWM

in top 51.8%

DFSVStockIWM

0.8%ELANnot top 5

0.7%SWKSnot top 5

0.7%SWKnot top 5

0.7%SSBnot top 5

0.7%IVZnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common30.8%

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

DFSV vs IWM Returns, Every Period

DimensionalDFSV

+24.0%

past year

IWMiShares

+13.0%

past year

DFSVIWMFaded: behind in that period

2–1DFSV wins

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

DFSV vs VTV

YTD

DimensionalDFSV

+17.9%

VTVVanguard

+18.5%

+17.9%Year to date+18.5%

−9.4%Worst drop · 1Y−6.4%

15.1%Volatility · 1Y10.7%

1.4%Yield1.9%

$27.1BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFSV, IWM, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

IWM0.19%$19

DFSV0.31%$31

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

Yields: DFSV, IWM, VUG, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

DFSV1.42%$142

IWM1.00%$100

VUG0.42%$42

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFSV$142 − $31 = $111

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFSV, IWM, VUG, VTV

Today

30.8%most shared, DFSV and IWM

DFSVIWMVUGVTV

DFSV—30.8%0.0%0.0%

IWM30.8%—0.0%0.0%

VUG0.0%0.0%—1.9%

VTV0.0%0.0%1.9%—

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

Return vs Bumpiness: 4 ETFs

+24.0%DFSV, at 15.1% volatility

VTVWorst drop−6.4%10.7% vol

DFSVWorst drop−9.4%15.1% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFSV

+18.5%Year to date+17.9%

1.9%Yield1.4%

+22.9%Past year+24.0%

0.03%Fee0.31%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026