DFSV vs IWM

ADFSV

BIWM

Measures won3–2DFSV wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · IWM $13,064

Lowest cost0.03%VUG · $3 on $10k

Most income1.38%DFSV · $138 on $10k

Smallest drop−9.4%DFSV · worst fall in 1Y

Held in common30.9%DFSV and IWM

DFSV

IWM

U.S. Small Cap Value Portfolio ETF Class Shares · $28.0BiShares Russell 2000 ETF · $75.8B

+20.3%3 years · per year$17,428 · $17,832+21.3%

[…]5 years · per year[…] · $13,064+5.5%

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

1.38%12-mo yield$138 · $98 on $10k0.98%

−9.4%Worst dropSmaller wins−11.1%

14.7%VolatilityLower wins18.1%

3–2DFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSV · IWM

0.4%UMBF0.3%

0.4%VSAT0.3%

0.3%SM0.3%

0.6%ONB0.3%

Held in common30.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSV vs IWM

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

IWM

iShares Russell 2000

$13,064

MeasureDFSVIWM

Fee0.31%0.19%

Cost on $10k a year$31$19

Yield1.38%0.98%

5 years, per year[…]+5.5%

3 years, per year+20.3%+21.3%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y14.7%18.1%

3–2measures won
DFSV first

30.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: DFSV, IWM, VUG

Today

30.9%most shared, DFSV and IWM

DFSVIWMVUG

DFSV—30.9%0.0%

IWM30.9%—0.0%

VUG0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, DFSV

DFSV$138 − $31 = $107

IWM$98 − $19 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee