Compare · 4 funds side by side · dividends reinvested

SVAL, VO, DFAC and IWF

SVALiShares×VOVanguard×DFACDimensional×IWFiShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,443DFAC · best of the four

Story of the four · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the four · RiskSmallest drop

SVAL, VO, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M2.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B3.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: SVAL 2020 · VO 2004 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

VO

More Ways to See the Pairs

VO vs SVAL: Top 5 Holdings

Today

VO

5.3%in top 5

SVAL

in top 54.2%

VOStockSVAL

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Cost, Income and Risk

Fees: SVAL, VO, DFAC, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SVAL

iShares US Small Cap Value Factor ETF · $163M$14,289

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

VOMeasureSVAL

+14.0%Year to dateJan 1 → Nov 13+25.1%

+13.7%1 yearTotal return+29.4%

+18.5%3 years · per year$10,000 became $16,641 · $17,339+20.1%

+6.6%5 years · per year$10,000 became $13,748 · $14,289+7.4%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.35%Trailing 12-mo yield$135 · $220 a year on $10k2.20%

−8.2%Worst dropSmaller is better−9.0%

13.2%VolatilityLower is calmer15.5%

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

3–5SVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

VO vs SVAL Returns, Every Period

5Y

VanguardVO

+6.6%

5 years, per year

SVALiShares

+7.4%

5 years, per year

VOSVALFaded: behind in that period

0–4SVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VO vs SVAL

YTD

VanguardVO

+14.0%

SVALiShares

+25.1%

+14.0%Year to date+25.1%

−8.2%Worst drop · 1Y−9.0%

13.2%Volatility · 1Y15.5%

1.3%Yield2.2%

$103BAssets$163M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SVAL, VO, DFAC, IWF

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SVAL, VO, DFAC, IWF

Today

40.4%most shared, DFAC and IWF

SVALVODFACIWF

SVAL—0.0%1.8%0.0%

VO0.0%—19.8%9.4%

DFAC1.8%19.8%—40.4%

IWF0.0%9.4%40.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.2% vol

SVALWorst drop−9.0%15.5% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVO

+25.1%Year to date+14.0%

2.2%Yield1.3%

+29.4%Past year+13.7%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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SVAL, VO, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four