Compare · 4 funds side by side · dividends reinvested

DFAC, DFMC, VO and IWF

DFACDimensional×DFMCDimensional×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, DFMC, VO 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%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.8

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.47%[…][…][…][…][…][…]$7.6B3.5

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 · DFMC 1981 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

DFMC

U.S. Micro Cap Portfolio ETF · $7.6B[…]

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

DFACMeasureDFMC

+14.1%Year to dateJan 1 → Nov 9[…]

+17.7%1 yearTotal return[…]

+21.2%3 years · per year$10,000 became $17,787 · […][…]

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

0.21%Expense ratio$21 · $43 a year on $10k · lower is better0.43%

0.88%Trailing 12-mo yield$88 · $47 a year on $10k0.47%

−8.5%Worst dropSmaller is better[…]

13.1%VolatilityLower is calmer[…]

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

2–0DFAC 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 DFMC: Top 5 Holdings

Today

DFAC

20.4%in top 5

DFMC

in top 52.0%

DFACStockDFMC

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

not top 5FBP0.5%

not top 5CVSA0.4%

not top 5AIR0.4%

not top 5HURN0.4%

not top 5VSXY0.4%

Held in common10.6%

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

DFAC vs DFMC Returns, Every Period

DimensionalDFAC

+17.7%

past year

DFMCDimensional

[…]

past year

Returns […]

DFACDFMCFaded: behind in that period

0–0Level

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

DFAC vs VO

YTD

DimensionalDFAC

+14.1%

VOVanguard

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.2%

13.1%Volatility · 1Y13.1%

0.9%Yield1.4%

$87.7BAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: DFAC, DFMC, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

DFMC0.43%$43

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

Yields: DFAC, DFMC, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAC0.88%$88

DFMC0.47%$47

IWF0.38%$38

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

DFMC$47 − $43 = $4

KeptFee

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

Overlap: DFAC, DFMC, VO, IWF

Today

40.3%most shared, DFAC and IWF

DFACDFMCVOIWF

DFAC—10.6%19.6%40.3%

DFMC10.6%—0.0%0.2%

VO19.6%0.0%—9.2%

IWF40.3%0.2%9.2%—

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

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

IWFWorst drop−14.6%19.5% vol

DFMCWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+13.6%Year to date+14.1%

1.4%Yield0.9%

+15.6%Past year+17.7%

0.03%Fee0.21%

2–2level

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$61.4B

1–1level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026