Compare · 4 funds side by side · dividends reinvested

QSML, DFAS, IWF and VUG

QSMLWisdomTree×DFASDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

QSML, DFAS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap Quality Growth FundUS Stock Styles · Small cap0.38%0.50%+23.7%+27.4%[…][…]−10.7%16.7%$13M2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: QSML 2024 · DFAS 1992 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Quality Growth Fund · $13M[…]

QSML

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

QSMLMeasureDFAS

+23.7%Year to dateJan 1 → Nov 4+17.0%

+27.4%1 yearTotal return+20.4%

[…]3 years · per year$10,000 became […] · $16,976+19.3%

[…]5 years · per year$10,000 became […] · $14,758+8.1%

0.38%Expense ratio$38 · $30 a year on $10k · lower is better0.30%

0.50%Trailing 12-mo yield$50 · $100 a year on $10k1.00%

−10.7%Worst dropSmaller is better−9.4%

16.7%VolatilityLower is calmer15.3%

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

2–4DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QSML vs DFAS: Top 5 Holdings

Today

QSML

3.8%in top 5

DFAS

in top 51.4%

QSMLStockDFAS

0.8%TGTXnot top 5

0.8%EPAMnot top 5

0.8%ANFnot top 5

0.7%GTLBnot top 5

0.7%ELFnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common18.9%

End-of-day Nov 4, 2026 · share of each fund

QSML vs DFAS Returns, Every Period

WisdomTreeQSML

+27.4%

past year

DFASDimensional

+20.4%

past year

QSMLDFASFaded: behind in that period

2–0QSML wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

QSML vs DFAS

YTD

WisdomTreeQSML

+23.7%

DFASDimensional

+17.0%

+23.7%Year to date+17.0%

−10.7%Worst drop · 1Y−9.4%

16.7%Volatility · 1Y15.3%

0.5%Yield1.0%

$12.9MAssets$35.2B

3–1DFAS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QSML, DFAS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

QSML0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QSML, DFAS, IWF, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

QSML0.50%$50

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

QSML$50 − $38 = $12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QSML, DFAS, IWF, VUG

Today

77.4%most shared, IWF and VUG

QSMLDFASIWFVUG

QSML—18.9%0.1%0.0%

DFAS18.9%—1.4%0.0%

IWF0.1%1.4%—77.4%

VUG0.0%0.0%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.4%QSML, at 16.7% volatility

DFASWorst drop−9.4%15.3% vol

QSMLWorst drop−10.7%16.7% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASQSML

+17.0%Year to date+23.7%

1.0%Yield0.5%

+20.4%Past year+27.4%

0.30%Fee0.38%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026