Compare · 4 funds side by side · dividends reinvested

IWM, DFAS, VO and VUG

IWMiShares×DFASDimensional×VOVanguard×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,394VUG · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

IWM, DFAS, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$33.6B2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.8B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: IWM 2000 · DFAS 1992 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.6B$13,953

DFAS

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DFAS vs IWM: Top 5 Holdings

Today

DFAS

1.3%in top 5

IWM

in top 51.9%

DFASStockIWM

not top 5GKOS0.5%

not top 5FROG0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

0.3%MOG-A

Cost, Income and Risk

Fees: IWM, DFAS, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IWM0.19%$19

DFAS0.30%$30

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IWM

iShares Russell 2000 ETF · $77.8B$12,731

$10,000 five years ago, dividends reinvested · they hold 50.1% in common

DFASMeasureIWM

+15.7%Year to dateJan 1 → Nov 10+14.8%

+19.6%1 yearTotal return+17.3%

+16.5%3 years · per year$10,000 became $15,805 · $16,624+18.5%

+6.9%5 years · per year$10,000 became $13,953 · $12,731+4.9%

0.30%Expense ratio$30 · $19 a year on $10k · lower is better0.19%

1.01%Trailing 12-mo yield$101 · $97 a year on $10k0.97%

−9.4%Worst dropSmaller is better−11.1%

15.9%VolatilityLower is calmer18.8%

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

6–2DFAS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common50.1%

End-of-day Nov 10, 2026 · share of each fund

DFAS vs IWM Returns, Every Period

5Y

DimensionalDFAS

+6.9%

5 years, per year

IWMiShares

+4.9%

5 years, per year

DFASIWMFaded: behind in that period

3–1DFAS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAS vs VO

YTD

DimensionalDFAS

+15.7%

VOVanguard

+13.6%

+15.7%Year to date+13.6%

−9.4%Worst drop · 1Y−8.2%

15.9%Volatility · 1Y13.0%

1.0%Yield1.4%

$33.6BAssets$103B

3–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: IWM, DFAS, VO, VUG

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.01%$101

IWM0.97%$97

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWM$97 − $19 = $78

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWM, DFAS, VO, VUG

Today

50.1%most shared, IWM and DFAS

IWMDFASVOVUG

IWM—50.1%0.0%0.0%

DFAS50.1%—0.1%0.0%

VO0.0%0.1%—10.2%

VUG0.0%0.0%10.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.6%DFAS, at 15.9% volatility

VOWorst drop−8.2%13.0% vol

DFASWorst drop−9.4%15.9% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAS

+13.6%Year to date+15.7%

1.4%Yield1.0%

+14.4%Past year+19.6%

0.03%Fee0.30%

2–2level

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IWM, DFAS, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four