Compare · 4 funds side by side · dividends reinvested

SAWS, DFAS, VUG and IWF

SAWSAAM×DFASDimensional×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

SAWS, DFAS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.9

AAM Sawgrass U.S. Small Cap Quality Growth ETFUS Stock Styles · Small cap0.55%0.02%+1.1%+1.3%[…][…]−18.9%19.2%$7M3.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SAWS 2024 · DFAS 1992 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

AAM Sawgrass U.S. Small Cap Quality Growth ETF · $7M[…]

SAWS

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

SAWSMeasureDFAS

+1.1%Year to dateJan 1 → Nov 6+12.7%

+1.3%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

0.55%Expense ratio$55 · $30 a year on $10k · lower is better0.30%

0.02%Trailing 12-mo yield$2 · $103 a year on $10k1.03%

−18.9%Worst dropSmaller is better−9.4%

19.2%VolatilityLower is calmer15.7%

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

0–6DFAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SAWS vs DFAS: Top 5 Holdings

Today

SAWS

16.4%in top 5

DFAS

in top 51.3%

SAWSStockDFAS

3.6%BTSGnot top 5

3.4%PSMTnot top 5

3.3%IRMDnot top 5

3.1%SNEXnot top 5

3.0%GRDNnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common5.5%

End-of-day Nov 6, 2026 · share of each fund

SAWS vs DFAS Returns, Every Period

AAMSAWS

+1.3%

past year

DFASDimensional

+15.9%

past year

SAWSDFASFaded: behind in that period

0–2DFAS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SAWS vs DFAS

YTD

AAMSAWS

+1.1%

DFASDimensional

+12.7%

+1.1%Year to date+12.7%

−18.9%Worst drop · 1Y−9.4%

19.2%Volatility · 1Y15.7%

0.0%Yield1.0%

$6.9MAssets$33.8B

4–0DFAS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAWS, DFAS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

SAWS0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SAWS, DFAS, VUG, IWF

1.03%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.03%$103

VUG0.42%$42

IWF0.39%$39

SAWS0.02%$2

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

IWF$39 − $18 = $21

SAWS$2 − $55 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SAWS, DFAS, VUG, IWF

Today

78.0%most shared, VUG and IWF

SAWSDFASVUGIWF

SAWS—5.5%0.0%0.1%

DFAS5.5%—0.0%1.4%

VUG0.0%0.0%—78.0%

IWF0.1%1.4%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+15.9%DFAS, at 15.7% volatility

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% vol

SAWSWorst drop−18.9%19.2% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFASVUG

+12.7%Year to date+1.4%

1.0%Yield0.4%

+15.9%Past year+0.2%

0.30%Fee0.03%

3–1DFAS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026