Compare · 3 funds side by side · dividends reinvested

ISCG, DFAC and IWF

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,787DFAC · best of the three

02 / 04

ISCG, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+11.8%+14.9%+19.6%+3.9%−11.4%18.8%$967M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: ISCG 2004 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $967M$12,106

ISCG

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

ISCGMeasureDFAC

+11.8%Year to dateJan 1 → Nov 9+14.1%

+14.9%1 yearTotal return+17.7%

+19.6%3 years · per year$10,000 became $17,100 · $17,787+21.2%

+3.9%5 years · per year$10,000 became $12,106 · $16,820+11.0%

0.06%Expense ratio$6 · $21 a year on $10k · lower is better0.21%

0.65%Trailing 12-mo yield$65 · $88 a year on $10k0.88%

−11.4%Worst dropSmaller is better−8.5%

18.8%VolatilityLower is calmer13.1%

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

1–7DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs DFAC: Top 5 Holdings

Today

ISCG

3.8%in top 5

DFAC

in top 520.4%

ISCGStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common12.1%

End-of-day Nov 9, 2026 · share of each fund

ISCG vs DFAC Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

ISCGDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ISCG vs DFAC

YTD

iSharesISCG

+11.8%

DFACDimensional

+14.1%

+11.8%Year to date+14.1%

−11.4%Worst drop · 1Y−8.5%

18.8%Volatility · 1Y13.1%

0.6%Yield0.9%

$967MAssets$87.7B

4–0DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, DFAC, IWF

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ISCG, DFAC, IWF

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

ISCG0.65%$65

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ISCG, DFAC, IWF

Today

40.3%most shared, DFAC and IWF

ISCGDFACIWF

ISCG—12.1%1.8%

DFAC12.1%—40.3%

IWF1.8%40.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFACISCG

+14.1%Year to date+11.8%

0.9%Yield0.6%

+17.7%Past year+14.9%

0.21%Fee0.06%

3–1DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026