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$16,443DFAC · best of the three

Story of the three · IncomeMost incomeBTAL · 2.68% · $268 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%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.0

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.68%−7.4%−9.3%−10.3%−1.3%−29.2%24.3%$393M2.8

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

End-of-day Nov 13, 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$16,443

DFAC

IWF

iShares Russell 1000 Growth ETF · $119B$15,505

$10,000 five years ago, dividends reinvested · they hold 40.4% in common

DFAC

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

19.8%in top 5

IWF

in top 538.2%

DFACStockIWF

4.4%NVDA12.8%

5.9%AAPL8.8%

4.7%MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

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 13, 2026 · fee on $10,000 a year

Yields: DFAC, BTAL, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

IWF

+13.9%Year to dateJan 1 → Nov 13−2.6%

+15.1%1 yearTotal return−3.9%

+20.7%3 years · per year$10,000 became $17,599 · $16,699+18.6%

+10.5%5 years · per year$10,000 became $16,443 · $15,505+9.2%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.88%Trailing 12-mo yield$88 · $38 a year on $10k0.38%

−8.5%Worst dropSmaller is better−14.6%

13.1%VolatilityLower is calmer19.6%

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

7–1DFAC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common40.4%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs IWF Returns, Every Period

5Y

DimensionalDFAC

+10.5%

5 years, per year

IWFiShares

+9.2%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs BTAL

YTD

DimensionalDFAC

+13.9%

BTALAGF

−7.4%

+13.9%Year to date−7.4%

−8.5%Worst drop · 1Y−29.2%

13.1%Volatility · 1Y24.3%

0.9%Yield2.7%

$87.7BAssets$393M

3–1DFAC wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.68%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.68%$268

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, BTAL

BTAL$268 − $153 = $115

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAC, BTAL, IWF

Today

40.4%most shared, DFAC and IWF

DFACBTALIWF

DFAC—16.1%40.4%

BTAL16.1%—5.2%

IWF40.4%5.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

IWFWorst drop−14.6%19.6% vol

BTALWorst drop−29.2%24.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

BTALDFAC

−7.4%Year to date+13.9%

2.7%Yield0.9%

−9.3%Past year+15.1%

1.53%Fee0.21%

3–1DFAC wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 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