Compare · 3 funds side by side · dividends reinvested

AVUS, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,912AVUS · best of the three

02 / 04

AVUS, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.93%+16.8%+18.5%+24.0%+12.4%−7.8%12.5%$14.7B1.1

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%$89.2B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.9

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: AVUS 2019 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Equity ETF · $14.7B$17,912

AVUS

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

AVUSMeasureDFAC

+16.8%Year to dateJan 1 → Nov 4+15.8%

+18.5%1 yearTotal return+17.7%

+24.0%3 years · per year$10,000 became $19,063 · $18,682+23.2%

+12.4%5 years · per year$10,000 became $17,912 · $17,417+11.7%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

0.93%Trailing 12-mo yield$93 · $87 a year on $10k0.87%

−7.8%Worst dropSmaller is better−8.5%

12.5%VolatilityLower is calmer12.3%

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

7–1AVUS wins

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

More Ways to See the Pairs

AVUS vs DFAC: Top 5 Holdings

Today

AVUS

21.3%in top 5

DFAC

in top 520.1%

AVUSStockDFAC

5.7%AAPL5.6%

5.3%NVDA5.3%

4.7%MSFT4.8%

3.4%AMZN2.6%

2.2%META1.9%

Held in common78.0%

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

AVUS vs DFAC Returns, Every Period

AvantisAVUS

+12.4%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

AVUSDFACFaded: behind in that period

4–0AVUS wins

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

AVUS vs DFAC

YTD

AvantisAVUS

+16.8%

DFACDimensional

+15.8%

+16.8%Year to date+15.8%

−7.8%Worst drop · 1Y−8.5%

12.5%Volatility · 1Y12.3%

0.9%Yield0.9%

$14.7BAssets$89.2B

2–1AVUS wins

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

Cost, Income and Risk

Fees: AVUS, DFAC, IWF

Today

0.15%lowest, AVUS

FundExpense ratioFee$10k

AVUS0.15%$15

IWF0.18%$18

DFAC0.21%$21

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

Yields: AVUS, DFAC, IWF

0.93%highest, AVUS

FundTrailing yieldYield$10k

AVUS0.93%$93

DFAC0.87%$87

IWF0.37%$37

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

Income After Fees on $10,000

$78most kept, AVUS

AVUS$93 − $15 = $78

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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

Overlap: AVUS, DFAC, IWF

Today

78.0%most shared, AVUS and DFAC

AVUSDFACIWF

AVUS—78.0%44.4%

DFAC78.0%—40.8%

IWF44.4%40.8%—

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

Return vs Bumpiness: 3 ETFs

+18.5%AVUS, at 12.5% volatility

DFACWorst drop−8.5%12.3% vol

AVUSWorst drop−7.8%12.5% 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

AVUSDFAC

+16.8%Year to date+15.8%

0.9%Yield0.9%

+18.5%Past year+17.7%

0.15%Fee0.21%

3–0AVUS 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