Compare · 3 funds side by side · dividends reinvested

DFAC, AVUS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,267AVUS · best of the three

02 / 04

DFAC, AVUS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.94%+14.9%+18.4%+21.9%+11.5%−7.8%13.3%$14.3B1.1

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%$85.6B2.0

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

Rank among the three1st → 3rdFee, 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 · AVUS 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

AVUS

Avantis U.S. Equity ETF · $14.3B$17,267

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

DFACMeasureAVUS

+14.1%Year to dateJan 1 → Nov 9+14.9%

+17.7%1 yearTotal return+18.4%

+21.2%3 years · per year$10,000 became $17,787 · $18,116+21.9%

+11.0%5 years · per year$10,000 became $16,820 · $17,267+11.5%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.88%Trailing 12-mo yield$88 · $94 a year on $10k0.94%

−8.5%Worst dropSmaller is better−7.8%

13.1%VolatilityLower is calmer13.3%

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

1–7AVUS 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 AVUS: Top 5 Holdings

Today

DFAC

20.4%in top 5

AVUS

in top 521.7%

DFACStockAVUS

5.9%AAPL6.0%

5.0%MSFT4.9%

4.9%NVDA4.9%

2.7%AMZN3.6%

1.9%META2.2%

Held in common78.0%

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

DFAC vs AVUS Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

AVUSAvantis

+11.5%

5 years, per year

DFACAVUSFaded: behind in that period

0–4AVUS wins

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

DFAC vs AVUS

YTD

DimensionalDFAC

+14.1%

AVUSAvantis

+14.9%

+14.1%Year to date+14.9%

−8.5%Worst drop · 1Y−7.8%

13.1%Volatility · 1Y13.3%

0.9%Yield0.9%

$85.6BAssets$14.3B

2–1AVUS wins

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

Cost, Income and Risk

Fees: DFAC, AVUS, IWF

Today

0.15%lowest, AVUS

FundExpense ratioFee$10k

AVUS0.15%$15

IWF0.18%$18

DFAC0.21%$21

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

Yields: DFAC, AVUS, IWF

0.94%highest, AVUS

FundTrailing yieldYield$10k

AVUS0.94%$94

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$79most kept, AVUS

AVUS$94 − $15 = $79

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, AVUS, IWF

Today

78.0%most shared, DFAC and AVUS

DFACAVUSIWF

DFAC—78.0%40.3%

AVUS78.0%—44.0%

IWF40.3%44.0%—

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

Return vs Bumpiness: 3 ETFs

+18.4%AVUS, at 13.3% volatility

DFACWorst drop−8.5%13.1% vol

AVUSWorst drop−7.8%13.3% 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

AVUSDFAC

+14.9%Year to date+14.1%

0.9%Yield0.9%

+18.4%Past year+17.7%

0.15%Fee0.21%

3–0AVUS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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