Compare · 4 funds side by side · dividends reinvested

ISCV, DFAS, VUG and IWF

ISCViShares×DFASDimensional×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

ISCV, DFAS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.86%+18.6%+24.9%+19.1%+8.2%−9.3%14.8%$702M1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.3

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: ISCV 2004 · DFAS 1992 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small Cap Value ETF · $702M$14,806

ISCV

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 56.1% in common

ISCVMeasureDFAS

+18.6%Year to dateJan 1 → Nov 9+16.1%

+24.9%1 yearTotal return+20.9%

+19.1%3 years · per year$10,000 became $16,902 · $16,239+17.5%

+8.2%5 years · per year$10,000 became $14,806 · $14,033+7.0%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

1.86%Trailing 12-mo yield$186 · $100 a year on $10k1.00%

−9.3%Worst dropSmaller is better−9.4%

14.8%VolatilityLower is calmer15.9%

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

8–0ISCV wins

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

More Ways to See the Pairs

ISCV vs DFAS: Top 5 Holdings

Today

ISCV

2.9%in top 5

DFAS

in top 51.3%

ISCVStockDFAS

0.6%BBYnot top 5

0.6%SWKS0.3%

0.6%SWKnot top 5

0.6%JLLnot top 5

0.5%RGAnot top 5

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common56.1%

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

ISCV vs DFAS Returns, Every Period

iSharesISCV

+8.2%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

ISCVDFASFaded: behind in that period

4–0ISCV wins

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

ISCV vs DFAS

YTD

iSharesISCV

+18.6%

DFASDimensional

+16.1%

+18.6%Year to date+16.1%

−9.3%Worst drop · 1Y−9.4%

14.8%Volatility · 1Y15.9%

1.9%Yield1.0%

$702MAssets$34.7B

4–0ISCV wins

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

Cost, Income and Risk

Fees: ISCV, DFAS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCV0.06%$6

IWF0.18%$18

DFAS0.30%$30

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

Yields: ISCV, DFAS, VUG, IWF

1.86%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.86%$186

DFAS1.00%$100

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$180most kept, ISCV

ISCV$186 − $6 = $180

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: ISCV, DFAS, VUG, IWF

Today

78.1%most shared, VUG and IWF

ISCVDFASVUGIWF

ISCV—56.1%0.0%0.4%

DFAS56.1%—0.0%1.4%

VUG0.0%0.0%—78.1%

IWF0.4%1.4%78.1%—

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

Return vs Bumpiness: 4 ETFs

+24.9%ISCV, at 14.8% volatility

ISCVWorst drop−9.3%14.8% vol

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% 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

ISCVDFAS

+18.6%Year to date+16.1%

1.9%Yield1.0%

+24.9%Past year+20.9%

0.06%Fee0.30%

4–0ISCV 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026