Compare · 3 funds side by side · dividends reinvested

DUSG, IWM and IWF

DUSGDimensional×IWMiShares×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeIWM · 0.96% · $96 a year on $10k

Story of the three · RiskSmallest drop

DUSG, IWM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+15.8%+17.2%+19.3%+4.8%−11.1%18.8%$78.1B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B1.6

U.S. Small Cap Growth Portfolio: ETF Class SharesUS Stock Styles · Small cap0.33%0.28%[…][…][…][…][…][…]$2.0B3.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: DUSG 2012 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Small Cap Growth Portfolio: ETF Class Shares · $2.0B[…]

DUSG

IWM

iShares Russell 2000 ETF · $78.1B$12,619

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

DUSGMeasure

More Ways to See the Pairs

DUSG vs IWM: Top 5 Holdings

Today

DUSG

3.7%in top 5

IWM

in top 51.9%

DUSGStockIWM

0.8%CCKnot top 5

0.8%ALLEnot top 5

0.7%MANHnot top 5

0.7%BJnot top 5

0.7%FIVEnot top 5

Cost, Income and Risk

Fees: DUSG, IWM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

DUSG0.33%$33

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DUSG, IWM, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

IWM vs VB

YTD

iSharesIWM

+15.8%

VBVanguard

+15.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IWM

[…]Year to dateJan 1 → Nov 11+15.8%

[…]1 yearTotal return+17.2%

[…]3 years · per year$10,000 became […] · $16,985+19.3%

[…]5 years · per year$10,000 became […] · $12,619+4.8%

0.33%Expense ratio$33 · $19 a year on $10k · lower is better0.19%

0.28%Trailing 12-mo yield$28 · $96 a year on $10k0.96%

[…]Worst dropSmaller is better−11.1%

[…]VolatilityLower is calmer18.8%

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

0–2IWM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common26.4%

End-of-day Nov 11, 2026 · share of each fund

DUSG vs IWM Returns, Every Period

1Y

DimensionalDUSG

[…]

past year

IWMiShares

+17.2%

past year

Returns […]

DUSGIWMFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DUSG vs IWM

YTD

DimensionalDUSG

[…]

IWMiShares

+15.8%

[…]Year to date+15.8%

[…]Worst drop · 1Y−11.1%

[…]Volatility · 1Y18.8%

0.3%Yield1.0%

$2.0BAssets$78.1B

1–0IWM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

IWF0.37%$37

DUSG0.28%$28

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$77most kept, IWM

IWM$96 − $19 = $77

IWF$37 − $18 = $19

DUSG$28 − $33 = −$5

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DUSG, IWM, IWF

Today

26.4%most shared, DUSG and IWM

DUSGIWMIWF

DUSG—26.4%1.1%

IWM26.4%—0.0%

IWF1.1%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.2%IWM, at 18.8% volatility

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.6% vol

DUSGWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IWMIWF

+15.8%Year to date−1.2%

1.0%Yield0.4%

+17.2%Past year−2.8%

0.19%Fee0.18%

3–1IWM wins

End-of-day Nov 11, 2026

+15.8%Year to date+15.6%

1.0%Yield1.2%

$78.1BAssets$76.9B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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DUSG, IWM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three