Compare · 4 funds side by side · dividends reinvested

CDL, DFAC, VUG and IWF

CDLVictoryShares×DFACDimensional×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

CDL, DFAC, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.05%+21.3%+24.6%+18.7%+10.4%−7.7%11.2%$409M2.0

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%$85.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

Rank among the four1st → 4thFee, 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: CDL 2015 · DFAC 2005 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $409M$16,400

CDL

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

CDLMeasureDFAC

+21.3%Year to dateJan 1 → Nov 9+14.1%

+24.6%1 yearTotal return+17.7%

+18.7%3 years · per year$10,000 became $16,724 · $17,787+21.2%

+10.4%5 years · per year$10,000 became $16,400 · $16,820+11.0%

0.38%Expense ratio$38 · $21 a year on $10k · lower is better0.21%

3.05%Trailing 12-mo yield$305 · $88 a year on $10k0.88%

−7.7%Worst dropSmaller is better−8.5%

11.2%VolatilityLower is calmer13.1%

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

5–3CDL wins

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

More Ways to See the Pairs

CDL vs DFAC: Top 5 Holdings

Today

CDL

8.4%in top 5

DFAC

in top 520.4%

CDLStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

1.7%WECnot top 5

1.7%EVRGnot top 5

1.7%DUKnot top 5

1.7%EDnot top 5

1.6%LNTnot top 5

Held in common10.9%

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

CDL vs DFAC Returns, Every Period

VictorySharesCDL

+10.4%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

CDLDFACFaded: behind in that period

2–2Level

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

CDL vs DFAC

YTD

VictorySharesCDL

+21.3%

DFACDimensional

+14.1%

+21.3%Year to date+14.1%

−7.7%Worst drop · 1Y−8.5%

11.2%Volatility · 1Y13.1%

3.0%Yield0.9%

$409MAssets$85.6B

4–0CDL wins

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

Cost, Income and Risk

Fees: CDL, DFAC, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

CDL0.38%$38

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

Yields: CDL, DFAC, VUG, IWF

3.05%highest, CDL

FundTrailing yieldYield$10k

CDL3.05%$305

DFAC0.88%$88

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$267most kept, CDL

CDL$305 − $38 = $267

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: CDL, DFAC, VUG, IWF

Today

78.1%most shared, VUG and IWF

CDLDFACVUGIWF

CDL—10.9%0.5%2.2%

DFAC10.9%—35.8%40.3%

VUG0.5%35.8%—78.1%

IWF2.2%40.3%78.1%—

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

Return vs Bumpiness: 4 ETFs

+24.6%CDL, at 11.2% volatility

CDLWorst drop−7.7%11.2% vol

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% 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

CDLDFAC

+21.3%Year to date+14.1%

3.0%Yield0.9%

+24.6%Past year+17.7%

0.38%Fee0.21%

3–1CDL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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