Compare · 4 funds side by side · dividends reinvested

CPII, DFAC, VO and IWF

CPIIAmerican Beacon×DFACDimensional×VOVanguard×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

CPII, DFAC, VO and IWF, 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%$85.6B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

American Beacon Ionic Inflation Protection ETFUS Stock Styles · Large cap0.70%4.16%+3.5%+3.1%+3.2%[…]−2.2%3.6%$11M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.3

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: CPII 2022 · DFAC 2005 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

American Beacon Ionic Inflation Protection ETF · $11M[…]

CPII

DFAC

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

$10,000 five years ago, dividends reinvested

CPIIMeasureDFAC

+3.5%Year to dateJan 1 → Nov 9+14.1%

+3.1%1 yearTotal return+17.7%

+3.2%3 years · per year$10,000 became $11,002 · $17,787+21.2%

[…]5 years · per year$10,000 became […] · $16,820+11.0%

0.70%Expense ratio$70 · $21 a year on $10k · lower is better0.21%

4.16%Trailing 12-mo yield$416 · $88 a year on $10k0.88%

−2.2%Worst dropSmaller is better−8.5%

3.6%VolatilityLower is calmer13.1%

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

3–4DFAC wins

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

More Ways to See the Pairs

CPII vs DFAC: Top 5 Holdings

Today

CPII

[…]in top 5

DFAC

in top 520.4%

CPIIStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

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

CPII vs DFAC Returns, Every Period

American BeaconCPII

+3.1%

past year

DFACDimensional

+17.7%

past year

CPIIDFACFaded: behind in that period

0–3DFAC wins

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

CPII vs VO

YTD

American BeaconCPII

+3.5%

VOVanguard

+13.6%

+3.5%Year to date+13.6%

−2.2%Worst drop · 1Y−8.2%

3.6%Volatility · 1Y13.1%

4.2%Yield1.4%

$11.3MAssets$103B

3–1CPII wins

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

Cost, Income and Risk

Fees: CPII, DFAC, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

CPII0.70%$70

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

Yields: CPII, DFAC, VO, IWF

4.16%highest, CPII

FundTrailing yieldYield$10k

CPII4.16%$416

VO1.35%$135

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

VO$135 − $3 = $132

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: CPII, DFAC, VO, IWF

Today

40.3%most shared, DFAC and IWF

CPIIDFACVOIWF

CPII—[…][…][…]

DFAC[…]—19.6%40.3%

VO[…]19.6%—9.2%

IWF[…]40.3%9.2%—

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

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

CPIIWorst drop−2.2%3.6% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% 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

CPIIDFAC

+3.5%Year to date+14.1%

4.2%Yield0.9%

+3.1%Past year+17.7%

0.70%Fee0.21%

3–1DFAC 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