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

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

DFAS

IWN

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

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

DFASMeasureIWN

+15.7%Year to dateJan 1 → Nov 3+19.9%

+19.0%1 yearTotal return+23.3%

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

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

0.30%Expense ratio$30 · $24 a year on $10k · lower is better0.24%

1.01%Trailing 12-mo yield$101 · $151 a year on $10k1.51%

−9.4%Worst dropSmaller is better−8.5%

15.3%VolatilityLower is calmer15.5%

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

2–6IWN wins

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

More Ways to See the Pairs

DFAS vs IWN: Top 5 Holdings

Today

DFAS

1.4%in top 5

IWN

in top 53.1%

DFASStockIWN

not top 5VSAT0.7%

not top 5SM0.6%

not top 5UMBF0.6%

not top 5JXN0.6%

not top 5CTRE0.6%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%RRCnot top 5

Held in common31.3%

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

DFAS vs IWN Returns, Every Period

DimensionalDFAS

+7.4%

5 years, per year

IWNiShares

+7.2%

5 years, per year

DFASIWNFaded: behind in that period

1–3IWN wins

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

DFAS vs IWN

YTD

DimensionalDFAS

+15.7%

IWNiShares

+19.9%

+15.7%Year to date+19.9%

−9.4%Worst drop · 1Y−8.5%

15.3%Volatility · 1Y15.5%

1.0%Yield1.5%

$34.7BAssets$14.1B

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