Compare · 3 funds side by side · dividends reinvested

ISCG, VUG and DFAC

ISCGiShares×VUGVanguard×DFACDimensional×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,569VUG · best of the three

02 / 04

ISCG, VUG and DFAC, 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%$85.6B1.4

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%$934M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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 · VUG 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$12,106

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

DFACMeasureISCG

+14.1%Year to dateJan 1 → Nov 9+11.8%

+17.7%1 yearTotal return+14.9%

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

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

0.21%Expense ratio$21 · $6 a year on $10k · lower is better0.06%

0.88%Trailing 12-mo yield$88 · $65 a year on $10k0.65%

−8.5%Worst dropSmaller is better−11.4%

13.1%VolatilityLower is calmer18.8%

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

7–1DFAC wins

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

More Ways to See the Pairs

DFAC vs ISCG: Top 5 Holdings

Today

DFAC

20.4%in top 5

ISCG

in top 53.8%

DFACStockISCG

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common12.1%

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

DFAC vs ISCG Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

DFACISCGFaded: behind in that period

4–0DFAC wins

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

DFAC vs ISCG

YTD

DimensionalDFAC

+14.1%

ISCGiShares

+11.8%

+14.1%Year to date+11.8%

−8.5%Worst drop · 1Y−11.4%

13.1%Volatility · 1Y18.8%

0.9%Yield0.6%

$85.6BAssets$934M

4–0DFAC wins

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

Cost, Income and Risk

Fees: ISCG, VUG, DFAC

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

DFAC0.21%$21

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

Yields: ISCG, VUG, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

ISCG0.65%$65

VUG0.41%$41

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

VUG$41 − $3 = $38

KeptFee

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

Overlap: ISCG, VUG, DFAC

Today

35.8%most shared, VUG and DFAC

ISCGVUGDFAC

ISCG—0.2%12.1%

VUG0.2%—35.8%

DFAC12.1%35.8%—

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

VUGWorst drop−15.1%19.1% 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$59.7B

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%

$120BAssets$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