Compare · 3 funds side by side · dividends reinvested

GRPZ, DFAS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

GRPZ, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B1.6

Invesco S&P SmallCap 600 GARP ETFUS Stock Styles · Small cap0.35%0.84%+18.5%+20.7%[…][…]−10.3%16.4%$3M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: GRPZ 2024 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 GARP ETF · $3M[…]

GRPZ

DFAS

Dimensional - US Small Cap ETF · $33.7B$13,927

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

GRPZMeasureDFAS

+18.5%Year to dateJan 1 → Nov 6+12.7%

+20.7%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

0.35%Expense ratio$35 · $30 a year on $10k · lower is better0.30%

0.84%Trailing 12-mo yield$85 · $103 a year on $10k1.03%

−10.3%Worst dropSmaller is better−9.4%

16.4%VolatilityLower is calmer15.7%

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

2–4DFAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GRPZ vs DFAS: Top 5 Holdings

Today

GRPZ

11.2%in top 5

DFAS

in top 51.3%

GRPZStockDFAS

2.5%ADMAnot top 5

2.4%INSPnot top 5

2.2%PLMRnot top 5

2.1%SEZLnot top 5

2.0%QNSTnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common6.3%

End-of-day Nov 6, 2026 · share of each fund

GRPZ vs DFAS Returns, Every Period

InvescoGRPZ

+20.7%

past year

DFASDimensional

+15.9%

past year

GRPZDFASFaded: behind in that period

2–0GRPZ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

GRPZ vs DFAS

YTD

InvescoGRPZ

+18.5%

DFASDimensional

+12.7%

+18.5%Year to date+12.7%

−10.3%Worst drop · 1Y−9.4%

16.4%Volatility · 1Y15.7%

0.8%Yield1.0%

$3.1MAssets$33.7B

3–1DFAS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GRPZ, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

GRPZ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GRPZ, DFAS, IWF

1.03%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.03%$103

GRPZ0.84%$85

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

GRPZ$85 − $35 = $50

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GRPZ, DFAS, IWF

Today

6.3%most shared, GRPZ and DFAS

GRPZDFASIWF

GRPZ—6.3%0.0%

DFAS6.3%—1.4%

IWF0.0%1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.7%GRPZ, at 16.4% volatility

DFASWorst drop−9.4%15.7% vol

GRPZWorst drop−10.3%16.4% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFASGRPZ

+12.7%Year to date+18.5%

1.0%Yield0.8%

+15.9%Past year+20.7%

0.30%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026