Compare · 4 funds side by side · dividends reinvested

DFAC, FEX, IWF and VTV

DFACDimensional×FEXFirst Trust×IWFiShares×VTVVanguard×

02 / 04

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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 incomeVTV · 1.83% · $183 a year on $10k

Story of the four · RiskSmallest drop

DFAC, FEX, 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%$184B1.0

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%$87.7B2.6

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.01%+16.4%+19.2%+20.2%+9.9%−6.6%13.4%$1.6B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.8

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 · FEX 2007 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

DFAC

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DFAC vs FEX: Top 5 Holdings

Today

DFAC

20.2%in top 5

FEX

in top 52.9%

DFACStockFEX

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.6%NVDAnot top 5

2.7%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: DFAC, FEX, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAC0.21%$21

FEX0.57%$57

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$61.4B

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%

FEX

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,030

$10,000 five years ago, dividends reinvested · they hold 34.9% in common

DFACMeasureFEX

+13.7%Year to dateJan 1 → Nov 10+16.4%

+16.9%1 yearTotal return+19.2%

+20.5%3 years · per year$10,000 became $17,492 · $17,364+20.2%

+10.8%5 years · per year$10,000 became $16,689 · $16,030+9.9%

0.21%Expense ratio$21 · $57 a year on $10k · lower is better0.57%

0.88%Trailing 12-mo yield$88 · $101 a year on $10k1.01%

−8.5%Worst dropSmaller is better−6.6%

13.0%VolatilityLower is calmer13.4%

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

4–4Level

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

not top 5FISV0.6%

not top 5PTC0.6%

not top 5ROP0.6%

not top 5STZ0.6%

not top 5SN0.5%

Held in common34.9%

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

DFAC vs FEX Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

FEXFirst Trust

+9.9%

5 years, per year

DFACFEXFaded: behind in that period

2–2Level

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

DFAC vs VTV

YTD

DimensionalDFAC

+13.7%

VTVVanguard

+21.0%

+13.7%Year to date+21.0%

−8.5%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.8%

0.9%Yield1.8%

$87.7BAssets$184B

4–0VTV wins

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

Yields: DFAC, FEX, IWF, VTV

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

FEX1.01%$101

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

FEX$101 − $57 = $44

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, FEX, IWF, VTV

Today

40.4%most shared, DFAC and IWF

DFACFEXIWFVTV

DFAC—34.9%40.4%37.7%

FEX34.9%—15.9%36.3%

IWF40.4%15.9%—11.8%

VTV37.7%36.3%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

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

FEXWorst drop−6.6%13.4% 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

VTVFEX

+21.0%Year to date+16.4%

1.8%Yield1.0%

+24.8%Past year+19.2%

0.03%Fee0.57%

4–0VTV 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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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DFAC, FEX, IWF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four