Compare · 4 funds side by side · dividends reinvested

TMFS, DFAS, IWF and VTV

TMFSMotley Fool×DFASDimensional×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

TMFS, DFAS, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

Motley Fool Small-Cap Growth ETFUS Stock Styles · Small cap0.85%0.00%+2.2%+6.4%+10.4%−2.0%−15.7%19.5%$53M3.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: TMFS 2018 · DFAS 1992 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,033

DFAS

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

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

DFASMeasureIWF

+16.1%Year to dateJan 1 → Nov 9−2.5%

+20.9%1 yearTotal return−2.2%

+17.5%3 years · per year$10,000 became $16,239 · $17,207+19.8%

+7.0%5 years · per year$10,000 became $14,033 · $15,892+9.7%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

1.00%Trailing 12-mo yield$100 · $38 a year on $10k0.38%

−9.4%Worst dropSmaller is better−14.6%

15.9%VolatilityLower is calmer19.5%

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

5–3DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs IWF: Top 5 Holdings

Today

DFAS

1.3%in top 5

IWF

in top 539.7%

DFASStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common1.4%

End-of-day Nov 9, 2026 · share of each fund

DFAS vs IWF Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

IWFiShares

+9.7%

5 years, per year

DFASIWFFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAS vs VTV

YTD

DimensionalDFAS

+16.1%

VTVVanguard

+20.9%

+16.1%Year to date+20.9%

−9.4%Worst drop · 1Y−6.4%

15.9%Volatility · 1Y10.8%

1.0%Yield1.8%

$34.7BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TMFS, DFAS, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAS0.30%$30

TMFS0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TMFS, DFAS, IWF, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAS1.00%$100

IWF0.38%$38

TMFS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TMFS, DFAS, IWF, VTV

Today

11.8%most shared, IWF and VTV

TMFSDFASIWFVTV

TMFS—1.9%0.1%0.0%

DFAS1.9%—1.4%0.1%

IWF0.1%1.4%—11.8%

VTV0.0%0.1%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.5% vol

TMFSWorst drop−15.7%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAS

+20.9%Year to date+16.1%

1.8%Yield1.0%

+25.4%Past year+20.9%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026