Compare · 3 funds side by side · dividends reinvested

AFLG, DFAC and IWF

AFLGFirst Trust×DFACDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,705AFLG · best of the three

02 / 04

AFLG, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Large Cap ETFUS Stock Styles · Large cap0.55%0.70%+14.4%+15.0%+23.9%+12.1%−8.2%11.9%$920M1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: AFLG 2019 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Large Cap ETF · $920M$17,705

AFLG

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

$10,000 five years ago, dividends reinvested · they hold 45.0% in common

AFLGMeasureDFAC

+14.4%Year to dateJan 1 → Nov 4+15.8%

+15.0%1 yearTotal return+17.7%

+23.9%3 years · per year$10,000 became $19,011 · $18,682+23.2%

+12.1%5 years · per year$10,000 became $17,705 · $17,417+11.7%

0.55%Expense ratio$55 · $21 a year on $10k · lower is better0.21%

0.70%Trailing 12-mo yield$70 · $87 a year on $10k0.87%

−8.2%Worst dropSmaller is better−8.5%

11.9%VolatilityLower is calmer12.3%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFLG vs DFAC: Top 5 Holdings

Today

AFLG

25.6%in top 5

DFAC

in top 520.1%

AFLGStockDFAC

7.5%NVDA5.3%

6.7%AAPL5.6%

4.3%MSFT4.8%

4.8%GOOGLnot top 5

2.4%AMZN2.6%

not top 5META1.9%

Held in common45.0%

End-of-day Nov 4, 2026 · share of each fund

AFLG vs DFAC Returns, Every Period

First TrustAFLG

+12.1%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

AFLGDFACFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AFLG vs DFAC

YTD

First TrustAFLG

+14.4%

DFACDimensional

+15.8%

+14.4%Year to date+15.8%

−8.2%Worst drop · 1Y−8.5%

11.9%Volatility · 1Y12.3%

0.7%Yield0.9%

$920MAssets$89.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFLG, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

AFLG0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFLG, DFAC, IWF

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

AFLG0.70%$70

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

AFLG$70 − $55 = $15

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFLG, DFAC, IWF

Today

45.0%most shared, AFLG and DFAC

AFLGDFACIWF

AFLG—45.0%39.2%

DFAC45.0%—40.8%

IWF39.2%40.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

AFLGWorst drop−8.2%11.9% vol

DFACWorst drop−8.5%12.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACAFLG

+15.8%Year to date+14.4%

0.9%Yield0.7%

+17.7%Past year+15.0%

0.21%Fee0.55%

4–0DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026