Compare · 4 funds side by side · dividends reinvested

DFAC, EPRF, IWF and VTV

DFACDimensional×EPRFInnovator×IWFiShares×VTVVanguard×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,803VTV · best of the four

Story of the four · IncomeMost incomeEPRF · 6.54% · $654 a year on $10k

Story of the four · RiskSmallest drop

DFAC, EPRF, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.4B2.4

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.54%−7.2%−7.6%+1.5%−3.2%−10.2%8.0%$62M3.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: DFAC 2005 · EPRF 2016 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,689

DFAC

More Ways to See the Pairs

DFAC vs EPRF: Top 5 Holdings

Today

DFAC

20.2%in top 5

EPRF

in top 520.2%

DFACStockEPRF

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.6%NVDAnot top 5

not top 5HIG-PG4.1%

not top 5VOYA-PB

Cost, Income and Risk

Fees: DFAC, EPRF, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAC0.21%$21

EPRF0.47%$47

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

EPRF

Innovator S&P Inv. Grade Preferred ETF · $62M$8,504

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFACMeasureEPRF

+13.7%Year to dateJan 1 → Nov 10−7.2%

+16.9%1 yearTotal return−7.6%

+20.5%3 years · per year$10,000 became $17,492 · $10,444+1.5%

+10.8%5 years · per year$10,000 became $16,689 · $8,504−3.2%

0.21%Expense ratio$21 · $47 a year on $10k · lower is better0.47%

0.88%Trailing 12-mo yield$88 · $654 a year on $10k6.54%

−8.5%Worst dropSmaller is better−10.2%

13.0%VolatilityLower is calmer8.0%

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

6–2DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

not top 5UMBFO4.0%

not top 5STT-PG4.0%

not top 5AXS-PE4.0%

2.7%AMZNnot top 5

2.0%METAnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs EPRF Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

EPRFInnovator

−3.2%

5 years, per year

DFACEPRFFaded: behind in that period

4–0DFAC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs EPRF

YTD

DimensionalDFAC

+13.7%

EPRFInnovator

−7.2%

+13.7%Year to date−7.2%

−8.5%Worst drop · 1Y−10.2%

13.0%Volatility · 1Y8.0%

0.9%Yield6.5%

$87.4BAssets$62.2M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: DFAC, EPRF, IWF, VTV

1Y

6.54%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.54%$654

VTV1.83%$183

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$607most kept, EPRF

EPRF$654 − $47 = $607

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAC, EPRF, IWF, VTV

Today

40.4%most shared, DFAC and IWF

DFACEPRFIWFVTV

DFAC—0.0%40.4%37.7%

EPRF0.0%—0.0%0.0%

IWF40.4%0.0%—11.8%

VTV37.7%0.0%11.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.8%VTV, at 10.8% volatility

EPRFWorst drop−10.2%8.0% vol

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFVTV

−7.2%Year to date+21.0%

6.5%Yield1.8%

−7.6%Past year+24.8%

0.47%Fee0.03%

3–1VTV wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

DFAC, EPRF, IWF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four