Compare · 2 funds side by side · dividends reinvested

IWO and DFAS

IWOiShares×DFASDimensional×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,429DFAS · best of the two

Story of the two · IncomeMost incomeDFAS · 1.01% · $101 a year on $10k

Story of the two · RiskSmallest drop

IWO and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B1.3

iShares Russell 2000 Growth ETFUS Stock Styles · Small cap0.24%0.48%+8.8%+9.1%+18.8%+2.1%−14.9%22.9%$13.9B1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: IWO 2000 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 Growth ETF · $13.9B$11,114

IWO

DFAS

Dimensional - US Small Cap ETF · $33.5B$13,429

$10,000 five years ago, dividends reinvested · they hold 27.9% in common

IWOMeasureDFAS

+8.8%

More Ways to See the Pairs

IWO vs DFAS: Top 5 Holdings

Today

IWO

3.8%in top 5

DFAS

in top 51.4%

IWOStockDFAS

0.9%GKOSnot top 5

0.8%BTSGnot top 5

0.8%FROGnot top 5

0.7%MOG-A0.3%

0.6%TGTX

Cost, Income and Risk

Fees: IWO, DFAS

Today

0.24%lowest, IWO

FundExpense ratioFee$10k

IWO0.24%$24

DFAS0.30%$30

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IWO, DFAS

1Y

1.01%highest, DFAS

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+15.1%

+9.1%1 yearTotal return+17.3%

+18.8%3 years · per year$10,000 became $16,747 · $16,080+17.2%

+2.1%5 years · per year$10,000 became $11,114 · $13,429+6.1%

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

0.48%Trailing 12-mo yield$48 · $101 a year on $10k1.01%

−14.9%Worst dropSmaller is better−9.4%

22.9%VolatilityLower is calmer16.0%

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

2–6DFAS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common27.9%

End-of-day Nov 13, 2026 · share of each fund

IWO vs DFAS Returns, Every Period

5Y

iSharesIWO

+2.1%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

IWODFASFaded: behind in that period

1–3DFAS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IWO vs DFAS

YTD

iSharesIWO

+8.8%

DFASDimensional

+15.1%

+8.8%Year to date+15.1%

−14.9%Worst drop · 1Y−9.4%

22.9%Volatility · 1Y16.0%

0.5%Yield1.0%

$13.9BAssets$33.5B

4–0DFAS wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

DFAS1.01%$101

IWO0.48%$48

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$71most kept, DFAS

DFAS$101 − $30 = $71

IWO$48 − $24 = $24

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWO, DFAS

Today

27.9%most shared, IWO and DFAS

IWODFAS

IWO—27.9%

DFAS27.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.3%DFAS, at 16.0% volatility

DFASWorst drop−9.4%16.0% vol

IWOWorst drop−14.9%22.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFASIWO

+15.1%Year to date+8.8%

1.0%Yield0.5%

+17.3%Past year+9.1%

0.30%Fee0.24%

3–1DFAS wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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IWO and DFAS

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two