Compare · 3 funds side by side · dividends reinvested

CFO, DFAC and IWF

CFOVictoryShares×DFACDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

CFO, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.5

VictoryShares US 500 Enhanced Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.19%+14.4%+16.5%+15.6%+4.4%−7.1%10.6%$417M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.5

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: CFO 2014 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Enhanced Volatility Wtd ETF · $417M$12,395

CFO

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 42.3% in common

CFOMeasureDFAC

+14.4%Year to dateJan 1 → Nov 4+15.8%

+16.5%1 yearTotal return+17.7%

+15.6%3 years · per year$10,000 became $15,457 · $18,682+23.2%

+4.4%5 years · per year$10,000 became $12,395 · $17,417+11.7%

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

1.19%Trailing 12-mo yield$119 · $87 a year on $10k0.87%

−7.1%Worst dropSmaller is better−8.5%

10.6%VolatilityLower is calmer12.3%

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

3–5DFAC wins

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

More Ways to See the Pairs

CFO vs DFAC: Top 5 Holdings

Today

CFO

2.1%in top 5

DFAC

in top 520.1%

CFOStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%DUKnot top 5

0.4%EDnot top 5

Held in common42.3%

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

CFO vs DFAC Returns, Every Period

VictorySharesCFO

+4.4%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

CFODFACFaded: behind in that period

0–4DFAC wins

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

CFO vs DFAC

YTD

VictorySharesCFO

+14.4%

DFACDimensional

+15.8%

+14.4%Year to date+15.8%

−7.1%Worst drop · 1Y−8.5%

10.6%Volatility · 1Y12.3%

1.2%Yield0.9%

$417MAssets$87.6B

3–1CFO wins

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

Cost, Income and Risk

Fees: CFO, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

CFO0.38%$38

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

Yields: CFO, DFAC, IWF

1.19%highest, CFO

FundTrailing yieldYield$10k

CFO1.19%$119

DFAC0.87%$87

IWF0.37%$37

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

Income After Fees on $10,000

$81most kept, CFO

CFO$119 − $38 = $81

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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

Overlap: CFO, DFAC, IWF

Today

42.3%most shared, CFO and DFAC

CFODFACIWF

CFO—42.3%16.9%

DFAC42.3%—40.8%

IWF16.9%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

CFOWorst drop−7.1%10.6% 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

CFODFAC

+14.4%Year to date+15.8%

1.2%Yield0.9%

+16.5%Past year+17.7%

0.38%Fee0.21%

3–1DFAC 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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026