Compare · 4 funds side by side · dividends reinvested

SQLT, DFAS, IWF and VUG

SQLTiShares×DFASDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

SQLT, DFAS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

IWF

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

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

VUGMeasureIWF

+0.5%Year to dateJan 1 → Nov 5−6.5%

−0.6%1 yearTotal return−7.6%

+22.8%3 years · per year$10,000 became $18,532 · $17,073+19.5%

+9.9%5 years · per year$10,000 became $16,052 · $15,330+8.9%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

0.43%Trailing 12-mo yield$43 · $39 a year on $10k0.39%

−15.1%Worst dropSmaller is better−14.6%

19.0%VolatilityLower is calmer19.3%

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

7–1VUG wins

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

More Ways to See the Pairs

VUG vs IWF: Top 5 Holdings

Today

VUG

45.2%in top 5

IWF

in top 539.6%

VUGStockIWF

13.5%NVDA14.6%

12.5%AAPL8.5%

9.7%MSFT6.4%

5.2%GOOGL5.3%

4.3%AVGO4.7%

Held in common78.0%

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

VUG vs IWF Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

IWFiShares

+8.9%

5 years, per year

VUGIWFFaded: behind in that period

4–0VUG wins

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

VUG vs DFAS

YTD

VanguardVUG

+0.5%

DFASDimensional

+12.6%

+0.5%Year to date+12.6%

−15.1%Worst drop · 1Y−9.4%

19.0%Volatility · 1Y15.8%

0.4%Yield1.0%

$233BAssets$35.2B

4–0DFAS wins

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

Cost, Income and Risk

Fees: SQLT, DFAS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$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, VUG

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

SQLT0.49%$49

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

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, VUG

Today

78.0%most shared, IWF and VUG

SQLTDFASIWFVUG

SQLT—37.4%0.6%0.0%

DFAS37.4%—1.4%0.0%

IWF0.6%1.4%—78.0%

VUG0.0%0.0%78.0%—

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

DFASWorst drop−9.4%15.8% vol

VUGWorst drop−15.1%19.0% 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

DFASVUG

+12.6%Year to date+0.5%

1.0%Yield0.4%

+17.3%Past year−0.6%

0.30%Fee0.03%

3–1DFAS wins

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