Compare · 4 funds side by side · dividends reinvested

DFAC, CPII, IWF and VTV

DFACDimensional×CPIIAmerican Beacon×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

DFAC, CPII, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.5

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%$85.6B2.4

American Beacon Ionic Inflation Protection ETFUS Stock Styles · Large cap0.70%4.16%+3.5%+3.1%+3.2%[…]−2.2%3.6%$11M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$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 9, 2026 · returns include dividends · since: DFAC 2005 · CPII 2022 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

CPII

American Beacon Ionic Inflation Protection ETF · $11M[…]

$10,000 five years ago, dividends reinvested

DFACMeasureCPII

+14.1%Year to dateJan 1 → Nov 9+3.5%

+17.7%1 yearTotal return+3.1%

+21.2%3 years · per year$10,000 became $17,787 · $11,002+3.2%

+11.0%5 years · per year$10,000 became $16,820 · […][…]

0.21%Expense ratio$21 · $70 a year on $10k · lower is better0.70%

0.88%Trailing 12-mo yield$88 · $416 a year on $10k4.16%

−8.5%Worst dropSmaller is better−2.2%

13.1%VolatilityLower is calmer3.6%

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

4–3DFAC 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 CPII: Top 5 Holdings

Today

DFAC

20.4%in top 5

CPII

in top 5[…]

DFACStockCPII

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

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

DFAC vs CPII Returns, Every Period

DimensionalDFAC

+17.7%

past year

CPIIAmerican Beacon

+3.1%

past year

DFACCPIIFaded: behind in that period

3–0DFAC wins

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

DFAC vs CPII

YTD

DimensionalDFAC

+14.1%

CPIIAmerican Beacon

+3.5%

+14.1%Year to date+3.5%

−8.5%Worst drop · 1Y−2.2%

13.1%Volatility · 1Y3.6%

0.9%Yield4.2%

$85.6BAssets$11.3M

3–1CPII wins

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

Cost, Income and Risk

Fees: DFAC, CPII, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAC0.21%$21

CPII0.70%$70

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

Yields: DFAC, CPII, IWF, VTV

4.16%highest, CPII

FundTrailing yieldYield$10k

CPII4.16%$416

VTV1.83%$183

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, CPII, IWF, VTV

Today

40.3%most shared, DFAC and IWF

DFACCPIIIWFVTV

DFAC—[…]40.3%37.8%

CPII[…]—[…][…]

IWF40.3%[…]—11.8%

VTV37.8%[…]11.8%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

CPIIWorst drop−2.2%3.6% vol

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% 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

CPIIVTV

+3.5%Year to date+20.9%

4.2%Yield1.8%

+3.1%Past year+25.4%

0.70%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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