Compare · 3 funds side by side · dividends reinvested

SCHA, DFAS and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeSCHA · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

SCHA, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.10%+18.5%+21.1%+20.0%+5.7%−11.2%19.2%$22.2B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.6B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: SCHA 2009 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Small-Cap ETF · $22.2B$13,197

SCHA

DFAS

Dimensional - US Small Cap ETF · $33.6B$13,826

$10,000 five years ago, dividends reinvested · they hold 66.1% in common

SCHA

More Ways to See the Pairs

SCHA vs DFAS: Top 5 Holdings

Today

SCHA

1.5%in top 5

DFAS

in top 51.3%

SCHAStockDFAS

0.3%GKOSnot top 5

not top 5SWKS0.3%

0.3%Wnot top 5

0.3%AHRnot top 5

0.3%BTSGnot top 5

Cost, Income and Risk

Fees: SCHA, DFAS, IWF

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

IWF0.18%$18

DFAS0.30%$30

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SCHA, DFAS, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DFAS

+18.5%Year to dateJan 1 → Nov 11+16.7%

+21.1%1 yearTotal return+19.5%

+20.0%3 years · per year$10,000 became $17,261 · $16,103+17.2%

+5.7%5 years · per year$10,000 became $13,197 · $13,826+6.7%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.10%Trailing 12-mo yield$110 · $100 a year on $10k1.00%

−11.2%Worst dropSmaller is better−9.4%

19.2%VolatilityLower is calmer15.9%

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

5–3SCHA wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%HALOnot top 5

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5CCK0.2%

Held in common66.1%

End-of-day Nov 11, 2026 · share of each fund

SCHA vs DFAS Returns, Every Period

5Y

SchwabSCHA

+5.7%

5 years, per year

DFASDimensional

+6.7%

5 years, per year

SCHADFASFaded: behind in that period

3–1SCHA wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SCHA vs DFAS

YTD

SchwabSCHA

+18.5%

DFASDimensional

+16.7%

+18.5%Year to date+16.7%

−11.2%Worst drop · 1Y−9.4%

19.2%Volatility · 1Y15.9%

1.1%Yield1.0%

$22.2BAssets$33.6B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, SCHA

FundTrailing yieldYield$10k

SCHA1.10%$110

DFAS1.00%$100

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, SCHA

SCHA$110 − $3 = $107

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHA, DFAS, IWF

Today

66.1%most shared, SCHA and DFAS

SCHADFASIWF

SCHA—66.1%0.7%

DFAS66.1%—1.5%

IWF0.7%1.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.1%SCHA, at 19.2% volatility

DFASWorst drop−9.4%15.9% vol

SCHAWorst drop−11.2%19.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHADFAS

+18.5%Year to date+16.7%

1.1%Yield1.0%

+21.1%Past year+19.5%

0.03%Fee0.30%

4–0SCHA wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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SCHA, DFAS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three