Compare · 4 funds side by side · dividends reinvested

CSM, DFAC, IWF and VTV

CSMProShares×DFACDimensional×IWFiShares×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,803VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the four · RiskSmallest drop

CSM, DFAC, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.4B2.5

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+8.8%+12.5%+21.6%+11.2%−9.4%13.3%$506M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CSM 2009 · DFAC 2005 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $506M$17,017

CSM

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CSM vs DFAC: Top 5 Holdings

Today

CSM

19.6%in top 5

DFAC

in top 520.2%

CSMStockDFAC

5.1%AAPL5.9%

4.0%MSFT5.0%

4.4%NVDA4.6%

3.2%IQMMnot top 5

2.9%AMZN

Cost, Income and Risk

Fees: CSM, DFAC, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAC0.21%$21

CSM0.45%$45

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

DFAC

Dimensional - US Core Equity 2 ETF · $87.4B$16,689

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

CSMMeasureDFAC

+8.8%Year to dateJan 1 → Nov 10+13.7%

+12.5%1 yearTotal return+16.9%

+21.6%3 years · per year$10,000 became $17,962 · $17,492+20.5%

+11.2%5 years · per year$10,000 became $17,017 · $16,689+10.8%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

1.06%Trailing 12-mo yield$106 · $88 a year on $10k0.88%

−9.4%Worst dropSmaller is better−8.5%

13.3%VolatilityLower is calmer13.0%

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

3–5DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.7%

not top 5META2.0%

Held in common52.1%

End-of-day Nov 10, 2026 · share of each fund

CSM vs DFAC Returns, Every Period

5Y

ProSharesCSM

+11.2%

5 years, per year

DFACDimensional

+10.8%

5 years, per year

CSMDFACFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSM vs VTV

YTD

ProSharesCSM

+8.8%

VTVVanguard

+21.0%

+8.8%Year to date+21.0%

−9.4%Worst drop · 1Y−6.4%

13.3%Volatility · 1Y10.8%

1.1%Yield1.8%

$506MAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CSM, DFAC, IWF, VTV

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

CSM1.06%$106

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

CSM$106 − $45 = $61

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSM, DFAC, IWF, VTV

Today

52.1%most shared, CSM and DFAC

CSMDFACIWFVTV

CSM—52.1%35.9%32.0%

DFAC52.1%—40.4%37.7%

IWF35.9%40.4%—11.8%

VTV32.0%37.7%11.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

CSMWorst drop−9.4%13.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+21.0%Year to date+13.7%

1.8%Yield0.9%

+24.8%Past year+16.9%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CSM, DFAC, IWF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four