DFAS vs IWN5YDFASDFASAvsBIWNIWNDimensional - US Small Cap ETF · $33.9BiShares Russell 2000 Value ETF · $14.2BReturns · dividends in+17.2%3 years · per year$16,103 · $16,948+19.2%+6.7%5 years · per year$13,826 · $13,638+6.4%Cost and income0.30%Expense ratio$30 · $24 on $10k · lower wins0.24%1.00%12-mo yield$100 · $151 on $10k
Overlap: DFAS, IWN, IJRToday44.0%most shared, IWN and IJRDFASIWNIJRDFAS—31.1%34.5%IWN31.1%—44.0%IJR34.5%44.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
DFAS vs IWN5YADFASDimensional - US Small Cap$13,826vsIWNBiShares Russell 2000 Value$13,638$8k$10k$12kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFASDimensional - US Small Cap ETFReadDesk0.30%1.00%+0.8%+16.7%+19.5%+17.2%+6.7%−9.4%$33.9B2BIWNiShares Russell 2000 Value ETFReadDesk0.24%1.51%+0.4%+20.4%+23.8%+19.2%+6.4%−8.5%$14.2B3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.20%+0.8%+19.4%+21.0%+16.9%+5.5%−9.7%$107.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFASDimensional - US Small Cap ETFReadDesk0.30%1.00%+0.8%+16.7%+19.5%+17.2%+6.7%−9.4%$33.9B2BIWNiShares Russell 2000 Value ETFReadDesk0.24%1.51%+0.4%+20.4%+23.8%+19.2%+6.4%−8.5%$14.2B3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.20%+0.8%+19.4%+21.0%+16.9%+5.5%−9.7%$107.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: DFAS, IWN, IJRToday44.0%most shared, IWN and IJRDFASIWNIJRDFAS—31.1%34.5%IWN31.1%—44.0%IJR34.5%44.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$127most kept, IWNIWN$151 − $24 = $127IJR$120 − $6 = $114DFAS$100 − $30 = $70KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee