Compare · 3 funds side by side · dividends reinvested

VIOG, DFAS and IWF

VIOGVanguard×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

VIOG, 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%$35.2B1.8

Vanguard S&P Small-Cap 600 Growth ETFUS Stock Styles · Small cap0.10%0.75%+19.2%+20.6%+18.5%+5.9%−10.9%16.8%$1.0B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: VIOG 2010 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Small-Cap 600 Growth ETF · $1.0B$13,295

VIOG

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

VIOGMeasureDFAS

+19.2%Year to dateJan 1 → Nov 4+17.0%

+20.6%1 yearTotal return+20.4%

+18.5%3 years · per year$10,000 became $16,660 · $16,976+19.3%

+5.9%5 years · per year$10,000 became $13,295 · $14,758+8.1%

0.10%Expense ratio$10 · $30 a year on $10k · lower is better0.30%

0.75%Trailing 12-mo yield$75 · $100 a year on $10k1.00%

−10.9%Worst dropSmaller is better−9.4%

16.8%VolatilityLower is calmer15.3%

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

3–5DFAS wins

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

More Ways to See the Pairs

VIOG vs DFAS: Top 5 Holdings

Today

VIOG

5.7%in top 5

DFAS

in top 51.4%

VIOGStockDFAS

1.4%FORMnot top 5

1.2%VSATnot top 5

1.1%PTGXnot top 5

1.0%RHPnot top 5

1.0%TGTXnot 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 common21.7%

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

VIOG vs DFAS Returns, Every Period

VanguardVIOG

+5.9%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

VIOGDFASFaded: behind in that period

2–2Level

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

VIOG vs DFAS

YTD

VanguardVIOG

+19.2%

DFASDimensional

+17.0%

+19.2%Year to date+17.0%

−10.9%Worst drop · 1Y−9.4%

16.8%Volatility · 1Y15.3%

0.8%Yield1.0%

$1.0BAssets$35.2B

3–1DFAS wins

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

Cost, Income and Risk

Fees: VIOG, DFAS, IWF

Today

0.10%lowest, VIOG

FundExpense ratioFee$10k

VIOG0.10%$10

IWF0.18%$18

DFAS0.30%$30

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

Yields: VIOG, DFAS, IWF

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

VIOG0.75%$75

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

VIOG$75 − $10 = $65

IWF$37 − $18 = $19

KeptFee

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

Overlap: VIOG, DFAS, IWF

Today

21.7%most shared, VIOG and DFAS

VIOGDFASIWF

VIOG—21.7%0.1%

DFAS21.7%—1.4%

IWF0.1%1.4%—

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

Return vs Bumpiness: 3 ETFs

+20.6%VIOG, at 16.8% volatility

DFASWorst drop−9.4%15.3% vol

VIOGWorst drop−10.9%16.8% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

DFASVIOG

+17.0%Year to date+19.2%

1.0%Yield0.8%

+20.4%Past year+20.6%

0.30%Fee0.10%

3–1VIOG 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026