Compare · 3 funds side by side · dividends reinvested

FYT, DFAS and IWF

FYTFirst Trust×DFASDimensional×IWFiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeFYT · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

FYT, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.83%+26.2%+30.5%+17.5%+7.1%−8.6%16.6%$176M1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: FYT 2011 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Small Cap Value AlphaDEX Fund · $176M$14,102

FYT

DFAS

Dimensional - US Small Cap ETF · $33.5B$13,429

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

FYTMeasure

More Ways to See the Pairs

FYT vs DFAS: Top 5 Holdings

Today

FYT

4.1%in top 5

DFAS

in top 51.4%

FYTStockDFAS

0.9%ASOnot top 5

0.8%DXCnot top 5

0.8%ARDTnot top 5

0.8%HOGnot top 5

0.8%KSSnot top 5

Cost, Income and Risk

Fees: FYT, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

FYT0.70%$70

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FYT, DFAS, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DFAS

+26.2%Year to dateJan 1 → Nov 13+15.1%

+30.5%1 yearTotal return+17.3%

+17.5%3 years · per year$10,000 became $16,205 · $16,080+17.2%

+7.1%5 years · per year$10,000 became $14,102 · $13,429+6.1%

0.70%Expense ratio$70 · $30 a year on $10k · lower is better0.30%

1.83%Trailing 12-mo yield$183 · $101 a year on $10k1.01%

−8.6%Worst dropSmaller is better−9.4%

16.6%VolatilityLower is calmer16.0%

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

6–2FYT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common13.5%

End-of-day Nov 13, 2026 · share of each fund

FYT vs DFAS Returns, Every Period

5Y

First TrustFYT

+7.1%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

FYTDFASFaded: behind in that period

4–0FYT wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FYT vs DFAS

YTD

First TrustFYT

+26.2%

DFASDimensional

+15.1%

+26.2%Year to date+15.1%

−8.6%Worst drop · 1Y−9.4%

16.6%Volatility · 1Y16.0%

1.8%Yield1.0%

$176MAssets$33.5B

3–1FYT wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, FYT

FundTrailing yieldYield$10k

FYT1.83%$183

DFAS1.01%$101

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$113most kept, FYT

FYT$183 − $70 = $113

DFAS$101 − $30 = $71

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FYT, DFAS, IWF

Today

13.5%most shared, FYT and DFAS

FYTDFASIWF

FYT—13.5%0.0%

DFAS13.5%—1.5%

IWF0.0%1.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.5%FYT, at 16.6% volatility

DFASWorst drop−9.4%16.0% vol

FYTWorst drop−8.6%16.6% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FYTDFAS

+26.2%Year to date+15.1%

1.8%Yield1.0%

+30.5%Past year+17.3%

0.70%Fee0.30%

3–1FYT wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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FYT, DFAS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three