Compare · 3 funds side by side · dividends reinvested

SMMV, DFAS and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeSMMV · 1.55% · $155 a year on $10k

Story of the three · RiskSmallest drop

SMMV, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.55%+10.6%+13.7%+14.1%+5.9%−7.0%9.8%$282M1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$33.6B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SMMV 2016 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $282M$13,291

SMMV

DFAS

Dimensional - US Small Cap ETF · $33.6B$13,953

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

SMMV

More Ways to See the Pairs

SMMV vs DFAS: Top 5 Holdings

Today

SMMV

6.9%in top 5

DFAS

in top 51.3%

SMMVStockDFAS

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.3%ADCnot top 5

Cost, Income and Risk

Fees: SMMV, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SMMV0.20%$20

DFAS0.30%$30

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

Yields: SMMV, DFAS, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

DFAS

+10.6%Year to dateJan 1 → Nov 10+15.7%

+13.7%1 yearTotal return+19.6%

+14.1%3 years · per year$10,000 became $14,846 · $15,805+16.5%

+5.9%5 years · per year$10,000 became $13,291 · $13,953+6.9%

0.20%Expense ratio$20 · $30 a year on $10k · lower is better0.30%

1.55%Trailing 12-mo yield$155 · $101 a year on $10k1.01%

−7.0%Worst dropSmaller is better−9.4%

9.8%VolatilityLower is calmer15.9%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common26.1%

End-of-day Nov 10, 2026 · share of each fund

SMMV vs DFAS Returns, Every Period

5Y

iSharesSMMV

+5.9%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

SMMVDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SMMV vs DFAS

YTD

iSharesSMMV

+10.6%

DFASDimensional

+15.7%

+10.6%Year to date+15.7%

−7.0%Worst drop · 1Y−9.4%

9.8%Volatility · 1Y15.9%

1.6%Yield1.0%

$282MAssets$33.6B

3–1SMMV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.55%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.55%$155

DFAS1.01%$101

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$135most kept, SMMV

SMMV$155 − $20 = $135

DFAS$101 − $30 = $71

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMMV, DFAS, IWF

Today

26.1%most shared, SMMV and DFAS

SMMVDFASIWF

SMMV—26.1%0.6%

DFAS26.1%—1.4%

IWF0.6%1.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.6%DFAS, at 15.9% volatility

SMMVWorst drop−7.0%9.8% vol

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVDFAS

+10.6%Year to date+15.7%

1.6%Yield1.0%

+13.7%Past year+19.6%

0.20%Fee0.30%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SMMV, DFAS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three