Compare · 4 funds side by side · dividends reinvested

SVAL, IWF, DFAC and VO

SVALiShares×IWFiShares×DFACDimensional×VOVanguard×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,748DFAC · best of the four

Story of the four · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the four · RiskSmallest drop

SVAL, IWF, DFAC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B2.1

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M2.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: SVAL 2020 · IWF 2000 · DFAC 2005 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $161M$14,577

SVAL

More Ways to See the Pairs

SVAL vs IWF: Top 5 Holdings

Today

SVAL

4.1%in top 5

IWF

in top 538.3%

SVALStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: SVAL, IWF, DFAC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SVAL0.20%$20

DFAC0.21%$21

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

Popular Pairs Near These Four

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%

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVALMeasureIWF

+25.9%Year to dateJan 1 → Nov 11−1.2%

+30.9%1 yearTotal return−2.8%

+19.3%3 years · per year$10,000 became $16,990 · $17,180+19.8%

+7.8%5 years · per year$10,000 became $14,577 · $15,927+9.8%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

2.19%Trailing 12-mo yield$219 · $37 a year on $10k0.37%

−9.0%Worst dropSmaller is better−14.6%

15.5%VolatilityLower is calmer19.6%

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

5–3SVAL wins

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

5.0%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%PGNYnot top 5

0.8%LFSTnot top 5

Held in common0.0%

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

SVAL vs IWF Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

IWFiShares

+9.8%

5 years, per year

SVALIWFFaded: behind in that period

2–2Level

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

SVAL vs VO

YTD

iSharesSVAL

+25.9%

VOVanguard

+15.0%

+25.9%Year to date+15.0%

−9.0%Worst drop · 1Y−8.2%

15.5%Volatility · 1Y13.1%

2.2%Yield1.3%

$161MAssets$103B

2–2level

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

Yields: SVAL, IWF, DFAC, VO

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VO1.33%$133

DFAC0.87%$87

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VO$133 − $3 = $130

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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

Overlap: SVAL, IWF, DFAC, VO

Today

40.2%most shared, IWF and DFAC

SVALIWFDFACVO

SVAL—0.0%1.8%0.0%

IWF0.0%—40.2%9.4%

DFAC1.8%40.2%—19.7%

VO0.0%9.4%19.7%—

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

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% 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

SVALVO

+25.9%Year to date+15.0%

2.2%Yield1.3%

+30.9%Past year+15.0%

0.20%Fee0.03%

3–1SVAL 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

Loading…

SVAL, IWF, DFAC and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four