Compare · 3 funds side by side · dividends reinvested

TMFS, DFAS and IWF

TMFSMotley Fool×DFASDimensional×IWFiShares×

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

02 / 04

TMFS, DFAS and IWF, 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%$35.2B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.0

Motley Fool Small-Cap Growth ETFUS Stock Styles · Small cap0.85%0.00%−0.6%+2.8%+10.1%−2.2%−15.7%19.3%$53M2.6

Rank among the three1st → 3rdFee, 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: TMFS 2018 · DFAS 1992 · IWF 2000

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 DFAS

YTD

iSharesIWF

−6.5%

DFASDimensional

+12.6%

−6.5%Year to date+12.6%

−14.6%Worst drop · 1Y−9.4%

19.3%Volatility · 1Y15.8%

0.4%Yield1.0%

$121BAssets$35.2B

4–0DFAS wins

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

Cost, Income and Risk

Fees: TMFS, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

TMFS0.85%$85

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

Yields: TMFS, DFAS, IWF

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

IWF0.39%$39

TMFS0.00%$0

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

TMFS$0 − $85 = −$85

KeptFee

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

Overlap: TMFS, DFAS, IWF

Today

1.9%most shared, TMFS and DFAS

TMFSDFASIWF

TMFS—1.9%0.1%

DFAS1.9%—1.4%

IWF0.1%1.4%—

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

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

DFASWorst drop−9.4%15.8% vol

TMFSWorst drop−15.7%19.3% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

DFASTMFS

+12.6%Year to date−0.6%

1.0%Yield0.0%

+17.3%Past year+2.8%

0.30%Fee0.85%

4–0DFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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