Compare · 3 funds side by side · dividends reinvested

DFAC, DEMZ and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398DEMZ · best of the three

Story of the three · IncomeMost incomeDFAC · 0.88% · $88 a year on $10k

Story of the three · RiskSmallest drop

DFAC, DEMZ 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%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.4

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.86%+13.5%+14.1%+22.5%+11.7%−12.3%15.5%$69M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · DEMZ 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

DFAC

DEMZ

Democratic Large Cap Core ETF · $69M$17,398

$10,000 five years ago, dividends reinvested · they hold 20.9% in common

DFAC

More Ways to See the Pairs

DFAC vs DEMZ: Top 5 Holdings

Today

DFAC

19.8%in top 5

DEMZ

in top 523.7%

DFACStockDEMZ

5.9%AAPL5.1%

4.7%MSFT5.1%

not top 5L4.7%

not top 5COST4.7%

4.4%NVDA

Cost, Income and Risk

Fees: DFAC, DEMZ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

DEMZ0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAC, DEMZ, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

DEMZ

+14.1%Year to dateJan 1 → Nov 12+13.5%

+15.4%1 yearTotal return+14.1%

+20.7%3 years · per year$10,000 became $17,581 · $18,361+22.5%

+10.6%5 years · per year$10,000 became $16,580 · $17,398+11.7%

0.21%Expense ratio$21 · $45 a year on $10k · lower is better0.45%

0.88%Trailing 12-mo yield$88 · $86 a year on $10k0.86%

−8.5%Worst dropSmaller is better−12.3%

13.1%VolatilityLower is calmer15.5%

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

6–2DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5NDSN4.1%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common20.9%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs DEMZ Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

DEMZRAM

+11.7%

5 years, per year

DFACDEMZFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs DEMZ

YTD

DimensionalDFAC

+14.1%

DEMZRAM

+13.5%

+14.1%Year to date+13.5%

−8.5%Worst drop · 1Y−12.3%

13.1%Volatility · 1Y15.5%

0.9%Yield0.9%

$87.7BAssets$69.2M

3–0DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

DEMZ0.86%$86

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

DEMZ$86 − $45 = $41

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, DEMZ, IWF

Today

40.4%most shared, DFAC and IWF

DFACDEMZIWF

DFAC—20.9%40.4%

DEMZ20.9%—30.3%

IWF40.4%30.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

DEMZWorst drop−12.3%15.5% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFACDEMZ

+14.1%Year to date+13.5%

0.9%Yield0.9%

+15.4%Past year+14.1%

0.21%Fee0.45%

3–0DFAC wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

Loading…

DFAC, DEMZ and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three