Compare · 4 funds side by side · dividends reinvested

DFAC, FDLS, IWF and VUG

DFACDimensional×FDLSInspire×IWFiShares×VUGVanguard×

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, FDLS, IWF and VUG, 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%$85.6B1.6

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.87%+14.2%+18.7%+20.0%[…]−10.8%17.4%$243M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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 · FDLS 2022 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

FDLS

Inspire Fidelis Multi Factor ETF · $243M[…]

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

VUGMeasureFDLS

+4.2%Year to dateJan 1 → Nov 9+14.2%

+4.7%1 yearTotal return+18.7%

+22.9%3 years · per year$10,000 became $18,569 · $17,264+20.0%

+10.6%5 years · per year$10,000 became $16,565 · […][…]

0.03%Expense ratio$3 · $66 a year on $10k · lower is better0.66%

0.41%Trailing 12-mo yield$41 · $87 a year on $10k0.87%

−15.1%Worst dropSmaller is better−10.8%

19.1%VolatilityLower is calmer17.4%

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

2–5FDLS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs FDLS: Top 5 Holdings

Today

VUG

45.2%in top 5

FDLS

in top 56.4%

VUGStockFDLS

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5FLYW1.3%

not top 5CON1.3%

not top 5PACS1.3%

not top 5BEKE1.3%

not top 5ACIW1.3%

Held in common1.8%

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

VUG vs FDLS Returns, Every Period

VanguardVUG

+4.7%

past year

FDLSInspire

+18.7%

past year

VUGFDLSFaded: behind in that period

1–2FDLS wins

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

VUG vs DFAC

YTD

VanguardVUG

+4.2%

DFACDimensional

+14.1%

+4.2%Year to date+14.1%

−15.1%Worst drop · 1Y−8.5%

19.1%Volatility · 1Y13.1%

0.4%Yield0.9%

$233BAssets$85.6B

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, FDLS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

FDLS0.66%$66

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

Yields: DFAC, FDLS, IWF, VUG

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

FDLS0.87%$87

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

FDLS$87 − $66 = $21

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, FDLS, IWF, VUG

Today

78.1%most shared, IWF and VUG

DFACFDLSIWFVUG

DFAC—3.7%40.3%35.8%

FDLS3.7%—1.9%1.8%

IWF40.3%1.9%—78.1%

VUG35.8%1.8%78.1%—

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

Return vs Bumpiness: 4 ETFs

+18.7%FDLS, at 17.4% volatility

DFACWorst drop−8.5%13.1% vol

FDLSWorst drop−10.8%17.4% vol

VUGWorst drop−15.1%19.1% 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

DFACFDLS

+14.1%Year to date+14.2%

0.9%Yield0.9%

+17.7%Past year+18.7%

0.21%Fee0.66%

2–1FDLS 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

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

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