Compare · 4 funds side by side · dividends reinvested

SQLT, DFAS, IWF and VO

SQLTiShares×DFASDimensional×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,330IWF · best of the four

02 / 04

SQLT, DFAS, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLT 2026 · DFAS 1992 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $121B$15,330

IWF

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

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

IWFMeasureDFAS

−6.5%Year to dateJan 1 → Nov 5+12.6%

−7.6%1 yearTotal return+17.3%

+19.5%3 years · per year$10,000 became $17,073 · $16,215+17.5%

+8.9%5 years · per year$10,000 became $15,330 · $13,932+6.9%

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

0.39%Trailing 12-mo yield$39 · $104 a year on $10k1.04%

−14.6%Worst dropSmaller is better−9.4%

19.3%VolatilityLower is calmer15.8%

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

3–5DFAS wins

End-of-day Nov 5, 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

39.6%in top 5

DFAS

in top 51.4%

IWFStockDFAS

14.6%NVDAnot top 5

8.5%AAPLnot top 5

6.4%MSFTnot top 5

5.3%GOOGLnot top 5

4.7%AVGOnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common1.4%

End-of-day Nov 5, 2026 · share of each fund

IWF vs DFAS Returns, Every Period

iSharesIWF

+8.9%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

IWFDFASFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWF vs VO

YTD

iSharesIWF

−6.5%

VOVanguard

+10.7%

−6.5%Year to date+10.7%

−14.6%Worst drop · 1Y−8.2%

19.3%Volatility · 1Y12.9%

0.4%Yield1.4%

$121BAssets$103B

4–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, DFAS, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SQLT0.20%$20

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLT, DFAS, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.04%$104

SQLT0.49%$49

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$104 − $30 = $74

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLT, DFAS, IWF, VO

Today

37.4%most shared, SQLT and DFAS

SQLTDFASIWFVO

SQLT—37.4%0.6%0.0%

DFAS37.4%—1.4%0.1%

IWF0.6%1.4%—9.2%

VO0.0%0.1%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.3%DFAS, at 15.8% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.8% vol

IWFWorst drop−14.6%19.3% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAS

+10.7%Year to date+12.6%

1.4%Yield1.0%

+12.4%Past year+17.3%

0.03%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026