Compare · 3 funds side by side · dividends reinvested

JHSC, DFAS and IWF

JHSCJohn Hancock×DFASDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

JHSC, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B1.6

John Hancock Investments - Multifactor Small Cap ETFUS Stock Styles · Small cap0.42%1.01%+15.2%+19.0%+17.0%+6.5%−9.6%15.2%$691M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: JHSC 2017 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$15,892

IWF

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

IWFMeasureDFAS

−2.5%Year to dateJan 1 → Nov 9+16.1%

−2.2%1 yearTotal return+20.9%

+19.8%3 years · per year$10,000 became $17,207 · $16,239+17.5%

+9.7%5 years · per year$10,000 became $15,892 · $14,033+7.0%

0.18%Expense ratio$18 · $30 a year on $10k · lower is better0.30%

0.38%Trailing 12-mo yield$38 · $100 a year on $10k1.00%

−14.6%Worst dropSmaller is better−9.4%

19.5%VolatilityLower is calmer15.9%

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

3–5DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs DFAS: Top 5 Holdings

Today

IWF

39.7%in top 5

DFAS

in top 51.3%

IWFStockDFAS

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common1.4%

End-of-day Nov 9, 2026 · share of each fund

IWF vs DFAS Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

IWFDFASFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWF vs JHSC

YTD

iSharesIWF

−2.5%

JHSCJohn Hancock

+15.2%

−2.5%Year to date+15.2%

−14.6%Worst drop · 1Y−9.6%

19.5%Volatility · 1Y15.2%

0.4%Yield1.0%

$118BAssets$691M

4–0JHSC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JHSC, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

JHSC0.42%$42

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JHSC, DFAS, IWF

1.01%highest, JHSC

FundTrailing yieldYield$10k

JHSC1.01%$101

DFAS1.00%$100

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

JHSC$101 − $42 = $59

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JHSC, DFAS, IWF

Today

44.6%most shared, JHSC and DFAS

JHSCDFASIWF

JHSC—44.6%0.3%

DFAS44.6%—1.4%

IWF0.3%1.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

JHSCWorst drop−9.6%15.2% vol

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JHSCDFAS

+15.2%Year to date+16.1%

1.0%Yield1.0%

+19.0%Past year+20.9%

0.42%Fee0.30%

3–0DFAS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026