Compare · 4 funds side by side · dividends reinvested

DFAC, HAPI, IWF and VTV

DFACDimensional×HAPIHarbor×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,352VTV · best of the four

02 / 04

DFAC, HAPI, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B2.4

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.77%+12.3%+13.6%+23.9%[…]−8.1%12.2%$503M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · HAPI 2022 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

DFACMeasureIWF

+15.8%Year to dateJan 1 → Nov 4−0.1%

+17.7%1 yearTotal return−3.0%

+23.2%3 years · per year$10,000 became $18,682 · $18,310+22.3%

+11.7%5 years · per year$10,000 became $17,417 · $16,559+10.6%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.87%Trailing 12-mo yield$87 · $37 a year on $10k0.37%

−8.5%Worst dropSmaller is better−15.6%

12.3%VolatilityLower is calmer18.3%

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

7–1DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

20.1%in top 5

IWF

in top 539.3%

DFACStockIWF

5.3%NVDA15.1%

5.6%AAPL8.1%

4.8%MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common40.8%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs IWF Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

IWFiShares

+10.6%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+15.8%

VTVVanguard

+22.8%

+15.8%Year to date+22.8%

−8.5%Worst drop · 1Y−6.4%

12.3%Volatility · 1Y10.2%

0.9%Yield1.8%

$89.2BAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, HAPI, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAC0.21%$21

HAPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, HAPI, IWF, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

DFAC0.87%$87

HAPI0.77%$77

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAC$87 − $21 = $66

HAPI$77 − $35 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, HAPI, IWF, VTV

Today

43.6%most shared, HAPI and IWF

DFACHAPIIWFVTV

DFAC—41.5%40.8%37.7%

HAPI41.5%—43.6%35.3%

IWF40.8%43.6%—12.1%

VTV37.7%35.3%12.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

HAPIWorst drop−8.1%12.2% vol

DFACWorst drop−8.5%12.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+22.8%Year to date+15.8%

1.8%Yield0.9%

+27.5%Past year+17.7%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026