Compare · 4 funds side by side · dividends reinvested

DFAC, ALTL, VUG and IWF

DFACDimensional×ALTLPacer×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

DFAC, ALTL, VUG 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%$85.6B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

Pacer Lunt Large Cap Alternator ETFUS Stock Styles · Large cap0.60%1.52%−9.1%−9.2%+8.0%−1.5%−25.6%23.2%$71M3.6

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: DFAC 2005 · ALTL 2020 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

ALTL

Pacer Lunt Large Cap Alternator ETF · $71M$9,295

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

DFACMeasureALTL

+14.1%Year to dateJan 1 → Nov 9−9.1%

+17.7%1 yearTotal return−9.2%

+21.2%3 years · per year$10,000 became $17,787 · $12,580+8.0%

+11.0%5 years · per year$10,000 became $16,820 · $9,295−1.5%

0.21%Expense ratio$21 · $60 a year on $10k · lower is better0.60%

0.88%Trailing 12-mo yield$88 · $152 a year on $10k1.52%

−8.5%Worst dropSmaller is better−25.6%

13.1%VolatilityLower is calmer23.2%

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

7–1DFAC wins

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

More Ways to See the Pairs

DFAC vs ALTL: Top 5 Holdings

Today

DFAC

20.4%in top 5

ALTL

in top 56.7%

DFACStockALTL

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5BRK-B1.5%

not top 5WEC1.3%

not top 5DUK1.3%

not top 5EVRG1.3%

not top 5LNT1.3%

Held in common13.2%

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

DFAC vs ALTL Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

ALTLPacer

−1.5%

5 years, per year

DFACALTLFaded: behind in that period

4–0DFAC wins

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

DFAC vs ALTL

YTD

DimensionalDFAC

+14.1%

ALTLPacer

−9.1%

+14.1%Year to date−9.1%

−8.5%Worst drop · 1Y−25.6%

13.1%Volatility · 1Y23.2%

0.9%Yield1.5%

$85.6BAssets$70.8M

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, ALTL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

ALTL0.60%$60

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

Yields: DFAC, ALTL, VUG, IWF

1.52%highest, ALTL

FundTrailing yieldYield$10k

ALTL1.52%$152

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

$92most kept, ALTL

ALTL$152 − $60 = $92

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: DFAC, ALTL, VUG, IWF

Today

78.1%most shared, VUG and IWF

DFACALTLVUGIWF

DFAC—13.2%35.8%40.3%

ALTL13.2%—5.4%4.4%

VUG35.8%5.4%—78.1%

IWF40.3%4.4%78.1%—

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

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

ALTLWorst drop−25.6%23.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ALTLDFAC

−9.1%Year to date+14.1%

1.5%Yield0.9%

−9.2%Past year+17.7%

0.60%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