Compare · 3 funds side by side · dividends reinvested

FYX, DFAS and IWF

FYXFirst Trust×DFASDimensional×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · best of the three

Story of the three · IncomeMost incomeFYX · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

FYX, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Core AlphaDEX FundUS Stock Styles · Small cap0.58%1.10%+23.1%+27.1%+22.1%+8.1%−8.8%16.8%$1.4B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: FYX 2007 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,661

DFAS

FYX

First Trust Small Cap Core AlphaDEX Fund · $1.4B$14,754

$10,000 five years ago, dividends reinvested · they hold 23.3% in common

DFASMeasure

More Ways to See the Pairs

DFAS vs FYX: Top 5 Holdings

Today

DFAS

1.4%in top 5

FYX

in top 52.3%

DFASStockFYX

not top 5XERS0.5%

not top 5APPN0.5%

not top 5ASO0.4%

not top 5DXC0.4%

not top 5ARDT0.4%

Cost, Income and Risk

Fees: FYX, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

FYX0.58%$58

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FYX, DFAS, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

FYX

+15.2%Year to dateJan 1 → Nov 12+23.1%

+17.7%1 yearTotal return+27.1%

+16.9%3 years · per year$10,000 became $15,968 · $18,185+22.1%

+6.4%5 years · per year$10,000 became $13,661 · $14,754+8.1%

0.30%Expense ratio$30 · $58 a year on $10k · lower is better0.58%

1.01%Trailing 12-mo yield$101 · $110 a year on $10k1.10%

−9.4%Worst dropSmaller is better−8.8%

16.0%VolatilityLower is calmer16.8%

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

2–6FYX wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common23.3%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs FYX Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

FYXFirst Trust

+8.1%

5 years, per year

DFASFYXFaded: behind in that period

0–4FYX wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs FYX

YTD

DimensionalDFAS

+15.2%

FYXFirst Trust

+23.1%

+15.2%Year to date+23.1%

−9.4%Worst drop · 1Y−8.8%

16.0%Volatility · 1Y16.8%

1.0%Yield1.1%

$33.9BAssets$1.4B

3–1FYX wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, FYX

FundTrailing yieldYield$10k

FYX1.10%$110

DFAS1.01%$101

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$71most kept, DFAS

DFAS$101 − $30 = $71

FYX$110 − $58 = $52

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FYX, DFAS, IWF

Today

23.3%most shared, FYX and DFAS

FYXDFASIWF

FYX—23.3%0.0%

DFAS23.3%—1.5%

IWF0.0%1.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+27.1%FYX, at 16.8% volatility

DFASWorst drop−9.4%16.0% vol

FYXWorst drop−8.8%16.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FYXDFAS

+23.1%Year to date+15.2%

1.1%Yield1.0%

+27.1%Past year+17.7%

0.58%Fee0.30%

3–1FYX wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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FYX, DFAS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three