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$16,820DFAC · 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%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.1

State Street SPDR S&P Kensho Smart Mobility ETFUS Stock Styles · Large cap0.45%2.08%−1.4%−6.1%+8.7%−9.7%−31.8%32.1%$16M2.6

Rank among the three1st → 3rdFee, 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 · HAIL 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

HAIL

State Street SPDR S&P Kensho Smart Mobility ETF · $16M$5,990

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

DFACMeasureHAIL

+14.1%Year to dateJan 1 → Nov 9−1.4%

+17.7%1 yearTotal return−6.1%

+21.2%3 years · per year$10,000 became $17,787 · $12,844+8.7%

+11.0%5 years · per year$10,000 became $16,820 · $5,990−9.7%

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

0.88%Trailing 12-mo yield$88 · $208 a year on $10k2.08%

−8.5%Worst dropSmaller is better−31.8%

13.1%VolatilityLower is calmer32.1%

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

7–1DFAC 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 HAIL: Top 5 Holdings

Today

DFAC

20.4%in top 5

HAIL

in top 513.0%

DFACStockHAIL

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

not top 5VIA4.5%

2.7%AMZNnot top 5

not top 5HMC2.4%

not top 5LYFT2.3%

not top 5GM1.9%

1.9%METAnot top 5

not top 5ALSN1.8%

Held in common4.6%

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

DFAC vs HAIL Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

HAILSPDR

−9.7%

5 years, per year

DFACHAILFaded: behind in that period

4–0DFAC wins

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

DFAC vs HAIL

YTD

DimensionalDFAC

+14.1%

HAILSPDR

−1.4%

+14.1%Year to date−1.4%

−8.5%Worst drop · 1Y−31.8%

13.1%Volatility · 1Y32.1%

0.9%Yield2.1%

$87.7BAssets$15.9M

3–1DFAC wins

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

Yields: DFAC, HAIL, IWF

2.08%highest, HAIL

FundTrailing yieldYield$10k

HAIL2.08%$208

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$163most kept, HAIL

HAIL$208 − $45 = $163

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, HAIL, IWF

Today

40.3%most shared, DFAC and IWF

DFACHAILIWF

DFAC—4.6%40.3%

HAIL4.6%—4.5%

IWF40.3%4.5%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

IWFWorst drop−14.6%19.5% vol

HAILWorst drop−31.8%32.1% vol

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

Paid More vs Made More

YTD

HAILDFAC

−1.4%Year to date+14.1%

2.1%Yield0.9%

−6.1%Past year+17.7%

0.45%Fee0.21%

3–1DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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