Compare · 4 funds side by side · dividends reinvested

DFAC, CDL, IWF and VUG

DFACDimensional×CDLVictoryShares×IWFiShares×VUGVanguard×

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

02 / 04

DFAC, CDL, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.23%+19.1%+22.2%+18.8%+10.1%−7.9%11.1%$409M1.9

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%$85.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.5

Rank among the four1st → 4thFee, 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 · CDL 2015 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $409M$16,213

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

DFACMeasureCDL

+11.4%Year to dateJan 1 → Nov 6+19.1%

+13.8%1 yearTotal return+22.2%

+21.0%3 years · per year$10,000 became $17,722 · $16,786+18.8%

+10.6%5 years · per year$10,000 became $16,525 · $16,213+10.1%

0.21%Expense ratio$21 · $38 a year on $10k · lower is better0.38%

0.90%Trailing 12-mo yield$90 · $323 a year on $10k3.23%

−8.5%Worst dropSmaller is better−7.9%

12.9%VolatilityLower is calmer11.1%

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

3–5CDL 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 CDL: Top 5 Holdings

Today

DFAC

20.4%in top 5

CDL

in top 58.4%

DFACStockCDL

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5WEC1.8%

not top 5ED1.7%

not top 5DUK1.7%

not top 5EVRG1.7%

not top 5LNT1.6%

Held in common11.0%

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

DFAC vs CDL Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

CDLVictoryShares

+10.1%

5 years, per year

DFACCDLFaded: behind in that period

2–2Level

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

DFAC vs CDL

YTD

DimensionalDFAC

+11.4%

CDLVictoryShares

+19.1%

+11.4%Year to date+19.1%

−8.5%Worst drop · 1Y−7.9%

12.9%Volatility · 1Y11.1%

0.9%Yield3.2%

$85.6BAssets$409M

4–0CDL wins

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

Cost, Income and Risk

Fees: DFAC, CDL, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

CDL0.38%$38

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

Yields: DFAC, CDL, IWF, VUG

3.23%highest, CDL

FundTrailing yieldYield$10k

CDL3.23%$323

DFAC0.90%$90

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$285most kept, CDL

CDL$323 − $38 = $285

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, CDL, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACCDLIWFVUG

DFAC—11.0%40.2%35.7%

CDL11.0%—2.2%0.5%

IWF40.2%2.2%—78.0%

VUG35.7%0.5%78.0%—

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

Return vs Bumpiness: 4 ETFs

+22.2%CDL, at 11.1% volatility

CDLWorst drop−7.9%11.1% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% 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

CDLDFAC

+19.1%Year to date+11.4%

3.2%Yield0.9%

+22.2%Past year+13.8%

0.38%Fee0.21%

3–1CDL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026