Compare · 3 funds side by side · dividends reinvested

DFAC, CSD and IWF

DFACDimensional×CSDInvesco×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,219CSD · best of the three

Story of the three · IncomeMost incomeDFAC · 0.87% · $87 a year on $10k

Story of the three · RiskSmallest drop

DFAC, CSD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B1.6

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+31.7%+33.9%+33.1%+15.1%−17.6%25.6%$211M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · CSD 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

DFAC

IWF

iShares Russell 1000 Growth ETF · $119B$15,927

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

DFACMeasure

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

19.9%in top 5

IWF

in top 538.3%

DFACStockIWF

4.4%NVDA12.7%

5.9%AAPL8.8%

4.9%MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: DFAC, CSD, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

CSD0.66%$66

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAC, CSD, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IWF

+14.9%Year to dateJan 1 → Nov 11−1.2%

+16.5%1 yearTotal return−2.8%

+21.0%3 years · per year$10,000 became $17,728 · $17,180+19.8%

+10.9%5 years · per year$10,000 became $16,748 · $15,927+9.8%

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

0.87%Trailing 12-mo yield$87 · $37 a year on $10k0.37%

−8.5%Worst dropSmaller is better−14.6%

13.0%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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

2.8%AMZNnot top 5

2.0%METAnot top 5

Held in common40.2%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs IWF Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

IWFiShares

+9.8%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs IWF

YTD

DimensionalDFAC

+14.9%

IWFiShares

−1.2%

+14.9%Year to date−1.2%

−8.5%Worst drop · 1Y−14.6%

13.0%Volatility · 1Y19.6%

0.9%Yield0.4%

$88.3BAssets$119B

4–0DFAC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

IWF0.37%$37

CSD0.12%$12

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, CSD, IWF

Today

40.2%most shared, DFAC and IWF

DFACCSDIWF

DFAC—1.0%40.2%

CSD1.0%—1.1%

IWF40.2%1.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+33.9%CSD, at 25.6% volatility

DFACWorst drop−8.5%13.0% vol

IWFWorst drop−14.6%19.6% vol

CSDWorst drop−17.6%25.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCSD

+14.9%Year to date+31.7%

0.9%Yield0.1%

+16.5%Past year+33.9%

0.21%Fee0.66%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAC, CSD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three