Compare · 3 funds side by side · dividends reinvested

DFAC, BTAL and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,689DFAC · best of the three

Story of the three · IncomeMost incomeBTAL · 2.71% · $271 a year on $10k

Story of the three · RiskSmallest drop

DFAC, BTAL 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%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.0

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.71%−8.3%−11.0%−10.5%−1.9%−29.2%24.4%$380M2.8

Rank among the three1st → 3rdFee, 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: DFAC 2005 · BTAL 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

DFAC

BTAL

AGF U.S. Market Neutral Anti-Beta Fund · $380M$9,078

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

DFAC

More Ways to See the Pairs

DFAC vs BTAL: Top 5 Holdings

Today

DFAC

20.2%in top 5

BTAL

in top 530.2%

DFACStockBTAL

not top 5EPAM6.4%

not top 5ACN6.2%

not top 5MCK5.9%

5.9%AAPLnot top 5

not top 5CDW5.8%

Cost, Income and Risk

Fees: DFAC, BTAL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

BTAL1.53%$153

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

Yields: DFAC, BTAL, IWF

Popular Pairs Near These Three

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$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

BTAL

+13.7%Year to dateJan 1 → Nov 10−8.3%

+16.9%1 yearTotal return−11.0%

+20.5%3 years · per year$10,000 became $17,492 · $7,168−10.5%

+10.8%5 years · per year$10,000 became $16,689 · $9,078−1.9%

0.21%Expense ratio$21 · $153 a year on $10k · lower is better1.53%

0.88%Trailing 12-mo yield$88 · $271 a year on $10k2.71%

−8.5%Worst dropSmaller is better−29.2%

13.0%VolatilityLower is calmer24.4%

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

7–1DFAC wins

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

not top 5FCN5.8%

5.0%MSFTnot top 5

4.6%NVDAnot top 5

2.7%AMZNnot top 5

2.0%METAnot top 5

Held in common16.0%

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

DFAC vs BTAL Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

BTALAGF

−1.9%

5 years, per year

DFACBTALFaded: behind in that period

4–0DFAC wins

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

DFAC vs BTAL

YTD

DimensionalDFAC

+13.7%

BTALAGF

−8.3%

+13.7%Year to date−8.3%

−8.5%Worst drop · 1Y−29.2%

13.0%Volatility · 1Y24.4%

0.9%Yield2.7%

$87.7BAssets$380M

3–1DFAC wins

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

1Y

2.71%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.71%$271

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$118most kept, BTAL

BTAL$271 − $153 = $118

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, BTAL, IWF

Today

40.4%most shared, DFAC and IWF

DFACBTALIWF

DFAC—16.0%40.4%

BTAL16.0%—5.2%

IWF40.4%5.2%—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

IWFWorst drop−14.6%19.5% vol

BTALWorst drop−29.2%24.4% vol

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

Paid More vs Made More

YTD

BTALDFAC

−8.3%Year to date+13.7%

2.7%Yield0.9%

−11.0%Past year+16.9%

1.53%Fee0.21%

3–1DFAC wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DFAC, BTAL and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three