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ADFSV

BIWM

Measures won3–2DFSV wins · of 6 · 5Y

$10,000 · 5Y$15,505IWF · VO $13,748

Lowest cost0.03%VO · $3 on $10k

Most income1.39%DFSV · $139 on $10k

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

Held in common30.2%DFSV and IWM

U.S. Small Cap Value Portfolio ETF Class Shares · $27.5BiShares Russell 2000 ETF · $76.8B

+18.4%3 years · per year$16,578 · $16,891+19.1%

[…]5 years · per year[…] · $12,210+4.1%

0.31%Expense ratio$31 · $19 on $10k · lower wins0.19%

1.39%12-mo yield$139 · $98 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

IWM

iShares Russell 2000

$12,210

MeasureDFSVIWM

Fee0.31%0.19%

Cost on $10k a year$31$19

Yield1.39%0.98%

5 years, per year[…]+4.1%

3 years, per year+18.4%+19.1%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y15.2%

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$107.4B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	−0.3%	+13.5%	+15.1%	+19.1%	+4.1%	−11.1%	$76.8B
4	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	0.0%	+14.0%	+13.7%	+18.5%	+6.6%	−8.2%	$107.4B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	−0.3%	+13.5%	+15.1%	+19.1%	+4.1%	−11.1%	$76.8B
4	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B