Compare · 3 funds side by side · dividends reinvested

VBK, DFAS and IWF

VBKVanguard×DFASDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

VBK, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.6

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.9%+10.8%+19.9%+3.5%−11.4%20.5%$22.8B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: VBK 2004 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,893

VBK

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,758

$10,000 five years ago, dividends reinvested · they hold 29.6% in common

VBKMeasureDFAS

+10.9%Year to dateJan 1 → Nov 4+17.0%

+10.8%1 yearTotal return+20.4%

+19.9%3 years · per year$10,000 became $17,239 · $16,976+19.3%

+3.5%5 years · per year$10,000 became $11,893 · $14,758+8.1%

0.05%Expense ratio$5 · $30 a year on $10k · lower is better0.30%

0.42%Trailing 12-mo yield$42 · $100 a year on $10k1.00%

−11.4%Worst dropSmaller is better−9.4%

20.5%VolatilityLower is calmer15.3%

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

2–6DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VBK vs DFAS: Top 5 Holdings

Today

VBK

6.4%in top 5

DFAS

in top 51.4%

VBKStockDFAS

1.6%NTRAnot top 5

1.3%TWLOnot top 5

1.2%RVMDnot top 5

1.2%ILMNnot top 5

1.2%Pnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common29.6%

End-of-day Nov 4, 2026 · share of each fund

VBK vs DFAS Returns, Every Period

VanguardVBK

+3.5%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

VBKDFASFaded: behind in that period

1–3DFAS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VBK vs DFAS

YTD

VanguardVBK

+10.9%

DFASDimensional

+17.0%

+10.9%Year to date+17.0%

−11.4%Worst drop · 1Y−9.4%

20.5%Volatility · 1Y15.3%

0.4%Yield1.0%

$22.8BAssets$34.7B

4–0DFAS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VBK, DFAS, IWF

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

IWF0.18%$18

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VBK, DFAS, IWF

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

VBK0.42%$42

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VBK$42 − $5 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VBK, DFAS, IWF

Today

29.6%most shared, VBK and DFAS

VBKDFASIWF

VBK—29.6%3.4%

DFAS29.6%—1.4%

IWF3.4%1.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

IWFWorst drop−15.6%18.3% vol

VBKWorst drop−11.4%20.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASVBK

+17.0%Year to date+10.9%

1.0%Yield0.4%

+20.4%Past year+10.8%

0.30%Fee0.05%

3–1DFAS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026