Compare · 3 funds side by side · dividends reinvested

DFAC, HAIL and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

DFAC, HAIL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.0

State Street SPDR S&P Kensho Smart Mobility ETFUS Stock Styles · Large cap0.45%2.24%−8.4%−11.6%+7.5%−10.5%−31.8%32.0%$16M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · HAIL 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

HAIL

State Street SPDR S&P Kensho Smart Mobility ETF · $16M$5,731

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

DFACMeasureHAIL

+11.2%Year to dateJan 1 → Nov 5−8.4%

+14.3%1 yearTotal return−11.6%

+21.2%3 years · per year$10,000 became $17,812 · $12,425+7.5%

+10.6%5 years · per year$10,000 became $16,526 · $5,731−10.5%

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

0.90%Trailing 12-mo yield$90 · $224 a year on $10k2.24%

−8.5%Worst dropSmaller is better−31.8%

12.9%VolatilityLower is calmer32.0%

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

7–1DFAC wins

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

More Ways to See the Pairs

DFAC vs HAIL: Top 5 Holdings

Today

DFAC

20.5%in top 5

HAIL

in top 513.3%

DFACStockHAIL

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

not top 5VIA4.6%

2.7%AMZNnot top 5

not top 5LYFT2.4%

not top 5HMC2.3%

not top 5GM2.0%

1.9%METAnot top 5

not top 5ALSN1.8%

Held in common4.7%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs HAIL Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

HAILSPDR

−10.5%

5 years, per year

DFACHAILFaded: behind in that period

4–0DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs HAIL

YTD

DimensionalDFAC

+11.2%

HAILSPDR

−8.4%

+11.2%Year to date−8.4%

−8.5%Worst drop · 1Y−31.8%

12.9%Volatility · 1Y32.0%

0.9%Yield2.2%

$89.2BAssets$16.0M

3–1DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, HAIL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

HAIL0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, HAIL, IWF

2.24%highest, HAIL

FundTrailing yieldYield$10k

HAIL2.24%$224

DFAC0.90%$90

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, HAIL

HAIL$224 − $45 = $179

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, HAIL, IWF

Today

40.8%most shared, DFAC and IWF

DFACHAILIWF

DFAC—4.7%40.8%

HAIL4.7%—4.7%

IWF40.8%4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.3% vol

HAILWorst drop−31.8%32.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HAILDFAC

−8.4%Year to date+11.2%

2.2%Yield0.9%

−11.6%Past year+14.3%

0.45%Fee0.21%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026