Compare · 4 funds side by side · dividends reinvested

FSML, DFAS, IWF and VUG

FSMLFranklin Templeton×DFASDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

FSML, DFAS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.50%+19.6%[…][…][…][…][…]$153M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FSML 2025 · DFAS 1992 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Small Cap Enhanced ETF · $153M[…]

FSML

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

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

FSMLMeasureVUG

+19.6%Year to dateJan 1 → Nov 4+6.3%

[…]1 yearTotal return+3.4%

[…]3 years · per year$10,000 became […] · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.50%Trailing 12-mo yield$50 · $40 a year on $10k0.40%

[…]Worst dropSmaller is better−16.1%

[…]VolatilityLower is calmer18.2%

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

2–1FSML wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSML vs VUG: Top 5 Holdings

Today

FSML

7.0%in top 5

VUG

in top 545.2%

FSMLStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.6%BOXnot top 5

1.4%HNGEnot top 5

1.4%JXNnot top 5

1.4%EXPOnot top 5

1.3%VLYnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FSML vs VUG Returns, Every Period

Franklin TempletonFSML

[…]

past year

VUGVanguard

+3.4%

past year

FSMLVUGFaded: behind in that period

1–0FSML wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FSML vs DFAS

YTD

Franklin TempletonFSML

+19.6%

DFASDimensional

+17.0%

+19.6%Year to date+17.0%

[…]Worst drop · 1Y−9.4%

[…]Volatility · 1Y15.3%

0.5%Yield1.0%

$153MAssets$35.2B

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSML, DFAS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

FSML0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FSML, DFAS, IWF, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

FSML0.50%$50

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

FSML$50 − $45 = $5

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FSML, DFAS, IWF, VUG

Today

77.4%most shared, IWF and VUG

FSMLDFASIWFVUG

FSML—13.7%0.0%0.0%

DFAS13.7%—1.4%0.0%

IWF0.0%1.4%—77.4%

VUG0.0%0.0%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.4%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

FSMLWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASFSML

+17.0%Year to date+19.6%

1.0%Yield0.5%

+20.4%Past year[…]

0.30%Fee0.45%

2–1DFAS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026