Compare · 4 funds side by side · dividends reinvested

VB, DFSV, IWF and VTV

VBVanguard×DFSVDimensional×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

VB, DFSV, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.41%+18.4%+25.7%+18.9%[…]−9.4%15.1%$27.2B2.4

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: VB 2004 · DFSV 1993 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $27.2B[…]

$10,000 five years ago, dividends reinvested · they hold 19.9% in common

VBMeasureDFSV

+11.2%Year to dateJan 1 → Nov 5+18.4%

+14.6%1 yearTotal return+25.7%

+18.5%3 years · per year$10,000 became $16,641 · $16,830+18.9%

+5.9%5 years · per year$10,000 became $13,310 · […][…]

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

1.28%Trailing 12-mo yield$129 · $141 a year on $10k1.41%

−9.0%Worst dropSmaller is better−9.4%

16.2%VolatilityLower is calmer15.1%

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

2–5DFSV wins

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

More Ways to See the Pairs

VB vs DFSV: Top 5 Holdings

Today

2.9%in top 5

DFSV

in top 53.6%

VBStockDFSV

not top 5ELAN0.8%

not top 5SWKS0.7%

0.7%NTRAnot top 5

not top 5IVZ0.7%

not top 5ARW0.7%

not top 5SWK0.7%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common19.9%

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

VB vs DFSV Returns, Every Period

VanguardVB

+14.6%

past year

DFSVDimensional

+25.7%

past year

VBDFSVFaded: behind in that period

0–3DFSV wins

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

VB vs VTV

YTD

VanguardVB

+11.2%

VTVVanguard

+19.0%

+11.2%Year to date+19.0%

−9.0%Worst drop · 1Y−6.4%

16.2%Volatility · 1Y10.7%

1.3%Yield1.9%

$76.9BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VB, DFSV, IWF, VTV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VTV0.03%$3

IWF0.18%$18

DFSV0.31%$31

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

Yields: VB, DFSV, IWF, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

DFSV1.41%$141

VB1.28%$129

IWF0.39%$39

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VB$129 − $3 = $126

DFSV$141 − $31 = $110

IWF$39 − $18 = $21

KeptFee

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

Overlap: VB, DFSV, IWF, VTV

Today

19.9%most shared, VB and DFSV

VBDFSVIWFVTV

VB—19.9%3.9%0.7%

DFSV19.9%—0.0%0.0%

IWF3.9%0.0%—11.9%

VTV0.7%0.0%11.9%—

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

Return vs Bumpiness: 4 ETFs

+25.7%DFSV, at 15.1% volatility

VTVWorst drop−6.4%10.7% vol

DFSVWorst drop−9.4%15.1% vol

VBWorst drop−9.0%16.2% 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

VTVDFSV

+19.0%Year to date+18.4%

1.9%Yield1.4%

+24.0%Past year+25.7%

0.03%Fee0.31%

3–1VTV 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$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026