Compare · 4 funds side by side · dividends reinvested

IWM, DFSV, VUG and IWF

IWMiShares×DFSVDimensional×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

IWM, DFSV, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.41%+18.4%+25.7%+18.9%[…]−9.4%15.1%$27.2B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWM 2000 · DFSV 1993 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$12,637

IWM

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $27.2B[…]

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

IWMMeasureDFSV

+10.8%Year to dateJan 1 → Nov 5+18.4%

+13.5%1 yearTotal return+25.7%

+19.4%3 years · per year$10,000 became $17,029 · $16,830+18.9%

+4.8%5 years · per year$10,000 became $12,637 · […][…]

0.19%Expense ratio$19 · $31 a year on $10k · lower is better0.31%

1.01%Trailing 12-mo yield$101 · $141 a year on $10k1.41%

−11.1%Worst dropSmaller is better−9.4%

18.7%VolatilityLower is calmer15.1%

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

2–5DFSV wins

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

More Ways to See the Pairs

IWM vs DFSV: Top 5 Holdings

Today

IWM

1.8%in top 5

DFSV

in top 53.6%

IWMStockDFSV

not top 5ELAN0.8%

not top 5SWKS0.7%

not top 5IVZ0.7%

not top 5ARW0.7%

not top 5SWK0.7%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common30.6%

End-of-day Nov 5, 2026 · share of each fund

IWM vs DFSV Returns, Every Period

iSharesIWM

+13.5%

past year

DFSVDimensional

+25.7%

past year

IWMDFSVFaded: behind in that period

1–2DFSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWM vs DFSV

YTD

iSharesIWM

+10.8%

DFSVDimensional

+18.4%

+10.8%Year to date+18.4%

−11.1%Worst drop · 1Y−9.4%

18.7%Volatility · 1Y15.1%

1.0%Yield1.4%

$75.4BAssets$27.2B

4–0DFSV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, DFSV, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

IWM0.19%$19

DFSV0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWM, DFSV, VUG, IWF

1.41%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.41%$141

IWM1.01%$101

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, DFSV

DFSV$141 − $31 = $110

IWM$101 − $19 = $82

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWM, DFSV, VUG, IWF

Today

78.0%most shared, VUG and IWF

IWMDFSVVUGIWF

IWM—30.6%0.0%0.0%

DFSV30.6%—0.0%0.0%

VUG0.0%0.0%—78.0%

IWF0.0%0.0%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.7%DFSV, at 15.1% volatility

DFSVWorst drop−9.4%15.1% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVIWM

+18.4%Year to date+10.8%

1.4%Yield1.0%

+25.7%Past year+13.5%

0.31%Fee0.19%

3–1DFSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026