Compare · 3 funds side by side · dividends reinvested

VBR, DFAS and IWF

VBRVanguard×DFASDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

VBR, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.9%+24.0%+19.1%+8.8%−8.9%14.4%$35.1B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

Rank among the three1st → 3rdFee, 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: VBR 2004 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,273

VBR

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 49.1% in common

VBRMeasureDFAS

+18.9%Year to dateJan 1 → Nov 9+16.1%

+24.0%1 yearTotal return+20.9%

+19.1%3 years · per year$10,000 became $16,888 · $16,239+17.5%

+8.8%5 years · per year$10,000 became $15,273 · $14,033+7.0%

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

1.78%Trailing 12-mo yield$178 · $100 a year on $10k1.00%

−8.9%Worst dropSmaller is better−9.4%

14.4%VolatilityLower is calmer15.9%

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

8–0VBR wins

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

More Ways to See the Pairs

VBR vs DFAS: Top 5 Holdings

Today

VBR

3.3%in top 5

DFAS

in top 51.3%

VBRStockDFAS

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common49.1%

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

VBR vs DFAS Returns, Every Period

VanguardVBR

+8.8%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

VBRDFASFaded: behind in that period

4–0VBR wins

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

VBR vs DFAS

YTD

VanguardVBR

+18.9%

DFASDimensional

+16.1%

+18.9%Year to date+16.1%

−8.9%Worst drop · 1Y−9.4%

14.4%Volatility · 1Y15.9%

1.8%Yield1.0%

$35.1BAssets$33.7B

4–0VBR wins

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

Cost, Income and Risk

Fees: VBR, DFAS, IWF

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IWF0.18%$18

DFAS0.30%$30

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

Yields: VBR, DFAS, IWF

1.78%highest, VBR

FundTrailing yieldYield$10k

VBR1.78%$178

DFAS1.00%$100

IWF0.38%$38

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

Income After Fees on $10,000

$173most kept, VBR

VBR$178 − $5 = $173

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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

Overlap: VBR, DFAS, IWF

Today

49.1%most shared, VBR and DFAS

VBRDFASIWF

VBR—49.1%0.7%

DFAS49.1%—1.4%

IWF0.7%1.4%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VBR, at 14.4% volatility

VBRWorst drop−8.9%14.4% vol

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VBRDFAS

+18.9%Year to date+16.1%

1.8%Yield1.0%

+24.0%Past year+20.9%

0.05%Fee0.30%

4–0VBR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$59.7B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026