Compare · 2 funds side by side · dividends reinvested

IWN and DFAS

IWNiShares×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,320DFAS · best of the two

02 / 04

IWN and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.51%+19.9%+23.3%+21.8%+7.2%−8.5%15.5%$14.1B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IWN 2000 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $14.1B$14,129

IWN

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,320

$10,000 five years ago, dividends reinvested · they hold 31.3% in common

IWNMeasureDFAS

+19.9%Year to dateJan 1 → Nov 3+15.7%

+23.3%1 yearTotal return+19.0%

+21.8%3 years · per year$10,000 became $18,050 · $16,881+19.1%

+7.2%5 years · per year$10,000 became $14,129 · $14,320+7.4%

0.24%Expense ratio$24 · $30 a year on $10k · lower is better0.30%

1.51%Trailing 12-mo yield$151 · $101 a year on $10k1.01%

−8.5%Worst dropSmaller is better−9.4%

15.5%VolatilityLower is calmer15.3%

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

6–2IWN wins

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

More Ways to See the Pairs

IWN vs DFAS: Top 5 Holdings

Today

IWN

3.1%in top 5

DFAS

in top 51.4%

IWNStockDFAS

0.7%VSATnot top 5

0.6%SMnot top 5

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.6%CTREnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common31.3%

End-of-day Nov 3, 2026 · share of each fund

IWN vs DFAS Returns, Every Period

iSharesIWN

+7.2%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

IWNDFASFaded: behind in that period

3–1IWN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWN vs DFAS

YTD

iSharesIWN

+19.9%

DFASDimensional

+15.7%

+19.9%Year to date+15.7%

−8.5%Worst drop · 1Y−9.4%

15.5%Volatility · 1Y15.3%

1.5%Yield1.0%

$14.1BAssets$34.7B

3–1IWN wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWN, DFAS

Today

0.24%lowest, IWN

FundExpense ratioFee$10k

IWN0.24%$24

DFAS0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWN, DFAS

1.51%highest, IWN

FundTrailing yieldYield$10k

IWN1.51%$151

DFAS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWN, DFAS

Today

31.3%most shared, IWN and DFAS

IWNDFAS

IWN—31.3%

DFAS31.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.3%IWN, at 15.5% volatility

DFASWorst drop−9.4%15.3% vol

IWNWorst drop−8.5%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWNDFAS

+19.9%Year to date+15.7%

1.5%Yield1.0%

+23.3%Past year+19.0%

0.24%Fee0.30%

4–0IWN wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026