Compare · 4 funds side by side · dividends reinvested

ESML, DFAS, VTV and IWF

ESMLiShares×DFASDimensional×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

ESML, DFAS, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.93%+19.1%+23.5%+20.2%+6.7%−9.0%16.9%$2.8B2.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.5

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: ESML 2018 · DFAS 1992 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8B$13,844

ESML

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

ESMLMeasureDFAS

+19.1%Year to dateJan 1 → Nov 9+16.1%

+23.5%1 yearTotal return+20.9%

+20.2%3 years · per year$10,000 became $17,364 · $16,239+17.5%

+6.7%5 years · per year$10,000 became $13,844 · $14,033+7.0%

0.17%Expense ratio$17 · $30 a year on $10k · lower is better0.30%

0.93%Trailing 12-mo yield$93 · $100 a year on $10k1.00%

−9.0%Worst dropSmaller is better−9.4%

16.9%VolatilityLower is calmer15.9%

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

5–3ESML wins

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

More Ways to See the Pairs

ESML vs DFAS: Top 5 Holdings

Today

ESML

3.6%in top 5

DFAS

in top 51.3%

ESMLStockDFAS

1.4%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.4%OVVnot top 5

0.4%OGSnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common57.3%

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

ESML vs DFAS Returns, Every Period

iSharesESML

+6.7%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

ESMLDFASFaded: behind in that period

3–1ESML wins

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

ESML vs VTV

YTD

iSharesESML

+19.1%

VTVVanguard

+20.9%

+19.1%Year to date+20.9%

−9.0%Worst drop · 1Y−6.4%

16.9%Volatility · 1Y10.8%

0.9%Yield1.8%

$2.8BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: ESML, DFAS, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

ESML0.17%$17

IWF0.18%$18

DFAS0.30%$30

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

Yields: ESML, DFAS, VTV, IWF

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAS1.00%$100

ESML0.93%$93

IWF0.38%$38

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

ESML$93 − $17 = $76

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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

Overlap: ESML, DFAS, VTV, IWF

Today

57.3%most shared, ESML and DFAS

ESMLDFASVTVIWF

ESML—57.3%0.1%1.8%

DFAS57.3%—0.1%1.4%

VTV0.1%0.1%—11.8%

IWF1.8%1.4%11.8%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFASWorst drop−9.4%15.9% vol

ESMLWorst drop−9.0%16.9% 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

VTVESML

+20.9%Year to date+19.1%

1.8%Yield0.9%

+25.4%Past year+23.5%

0.03%Fee0.17%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026