Compare · 3 funds side by side · dividends reinvested

DFAC, CAPE and IWF

DFACDimensional×CAPEDoubleLine×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, CAPE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.4

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.57%+0.8%+4.3%+12.8%[…]−9.7%12.6%$213M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · CAPE 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

CAPE

DoubleLine Shiller CAPE U.S. Equities ETF · $213M[…]

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

DFACMeasureCAPE

+11.4%Year to dateJan 1 → Nov 6+0.8%

+13.8%1 yearTotal return+4.3%

+21.0%3 years · per year$10,000 became $17,722 · $14,363+12.8%

+10.6%5 years · per year$10,000 became $16,525 · […][…]

0.21%Expense ratio$21 · $65 a year on $10k · lower is better0.65%

0.90%Trailing 12-mo yield$90 · $157 a year on $10k1.57%

−8.5%Worst dropSmaller is better−9.7%

12.9%VolatilityLower is calmer12.6%

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

5–2DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs CAPE: Top 5 Holdings

Today

DFAC

20.4%in top 5

CAPE

in top 519.5%

DFACStockCAPE

2.7%AMZN6.3%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

not top 5TSLA4.5%

not top 5NEE3.2%

not top 5WELL2.9%

not top 5WMT2.6%

1.9%METAnot top 5

Held in common13.1%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs CAPE Returns, Every Period

DimensionalDFAC

+13.8%

past year

CAPEDoubleLine

+4.3%

past year

DFACCAPEFaded: behind in that period

3–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs CAPE

YTD

DimensionalDFAC

+11.4%

CAPEDoubleLine

+0.8%

+11.4%Year to date+0.8%

−8.5%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y12.6%

0.9%Yield1.6%

$85.7BAssets$213M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, CAPE, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

CAPE0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, CAPE, IWF

1.57%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.57%$157

DFAC0.90%$90

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, CAPE

CAPE$157 − $65 = $92

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, CAPE, IWF

Today

40.2%most shared, DFAC and IWF

DFACCAPEIWF

DFAC—13.1%40.2%

CAPE13.1%—10.2%

IWF40.2%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

CAPEWorst drop−9.7%12.6% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CAPEDFAC

+0.8%Year to date+11.4%

1.6%Yield0.9%

+4.3%Past year+13.8%

0.65%Fee0.21%

3–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026