Compare · 3 funds side by side · dividends reinvested

DFAC, APUE and IWF

DFACDimensional×APUEActivePassive×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,580DFAC · best of the three

Story of the three · IncomeMost incomeDFAC · 0.88% · $88 a year on $10k

Story of the three · RiskSmallest drop

DFAC, APUE 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%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.3

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.74%+12.2%+13.0%+21.4%[…]−9.0%13.7%$2.5B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · APUE 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ActivePassive U.S. Equity ETF · $2.5B[…]

APUE

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

$10,000 five years ago, dividends reinvested · they hold 65.2% in common

APUE

More Ways to See the Pairs

APUE vs DFAC: Top 5 Holdings

Today

APUE

25.9%in top 5

DFAC

in top 519.8%

APUEStockDFAC

7.1%AAPL5.9%

5.5%NVDA4.4%

5.3%MSFT4.7%

4.5%DFASnot top 5

3.6%AMZN

Cost, Income and Risk

Fees: DFAC, APUE, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

APUE0.31%$31

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAC, APUE, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

DFAC

+12.2%Year to dateJan 1 → Nov 12+14.1%

+13.0%1 yearTotal return+15.4%

+21.4%3 years · per year$10,000 became $17,902 · $17,581+20.7%

[…]5 years · per year$10,000 became […] · $16,580+10.6%

0.31%Expense ratio$31 · $21 a year on $10k · lower is better0.21%

0.74%Trailing 12-mo yield$74 · $88 a year on $10k0.88%

−9.0%Worst dropSmaller is better−8.5%

13.7%VolatilityLower is calmer13.1%

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

1–6DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.7%

not top 5META1.9%

Held in common65.2%

End-of-day Nov 12, 2026 · share of each fund

APUE vs DFAC Returns, Every Period

1Y

ActivePassiveAPUE

+13.0%

past year

DFACDimensional

+15.4%

past year

APUEDFACFaded: behind in that period

1–2DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

APUE vs DFAC

YTD

ActivePassiveAPUE

+12.2%

DFACDimensional

+14.1%

+12.2%Year to date+14.1%

−9.0%Worst drop · 1Y−8.5%

13.7%Volatility · 1Y13.1%

0.7%Yield0.9%

$2.5BAssets$87.7B

4–0DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

APUE0.74%$74

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

APUE$74 − $31 = $43

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, APUE, IWF

Today

65.2%most shared, DFAC and APUE

DFACAPUEIWF

DFAC—65.2%40.4%

APUE65.2%—50.6%

IWF40.4%50.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

APUEWorst drop−9.0%13.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFACAPUE

+14.1%Year to date+12.2%

0.9%Yield0.7%

+15.4%Past year+13.0%

0.21%Fee0.31%

4–0DFAC wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DFAC, APUE and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three