DFSV vs IWF

ADFSV

BIWF

Measures won3–2DFSV wins · of 6 · 5Y

$10,000 · 5Y$15,927IWF · VO $13,944

Lowest cost0.03%VO · $3 on $10k

Most income1.38%DFSV · $138 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%DFSV and IWF

U.S. Small Cap Value Portfolio ETF Class Shares · $27.6BiShares Russell 1000 Growth ETF · $117B

+18.0%3 years · per year$16,420 · $17,180+19.8%

[…]5 years · per year[…] · $15,927+9.8%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

1.38%12-mo yield$138 · $37 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

IWF

iShares Russell 1000 Growth

$15,927

MeasureDFSVIWF

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.38%0.37%

5 years, per year[…]+9.8%

3 years, per year+18.0%+19.8%

Worst drop · 1Y−9.4%−14.6%

Volatility · 1Y15.2%

#
1	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	+0.5%	+21.2%	+26.8%	+18.0%	new	−9.4%	$27.6B

#
1	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	+0.5%	+21.2%	+26.8%	+18.0%	new	−9.4%	$27.6B

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