Compare · 3 funds side by side · dividends reinvested

DFAC, HCMT and IWF

DFACDimensional×HCMTDirexion×IWFiShares×

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, HCMT 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%$87.7B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

Direxion HCM Tactical Enhanced US ETFUS Stock Styles · Large cap1.18%0.51%−0.0%+1.1%+19.8%[…]−16.7%29.8%$542M2.6

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 · HCMT 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

HCMT

Direxion HCM Tactical Enhanced US ETF · $542M[…]

$10,000 five years ago, dividends reinvested · they hold 58.7% in common

DFACMeasureHCMT

+14.1%Year to dateJan 1 → Nov 9−0.0%

+17.7%1 yearTotal return+1.1%

+21.2%3 years · per year$10,000 became $17,787 · $17,203+19.8%

+11.0%5 years · per year$10,000 became $16,820 · […][…]

0.21%Expense ratio$21 · $118 a year on $10k · lower is better1.18%

0.88%Trailing 12-mo yield$88 · $51 a year on $10k0.51%

−8.5%Worst dropSmaller is better−16.7%

13.1%VolatilityLower is calmer29.8%

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

7–0DFAC 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 HCMT: Top 5 Holdings

Today

DFAC

20.4%in top 5

HCMT

in top 518.8%

DFACStockHCMT

5.9%AAPL5.3%

5.0%MSFT4.2%

4.9%NVDA4.8%

2.7%AMZN2.7%

1.9%METAnot top 5

not top 5GOOGL1.8%

Held in common58.7%

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

DFAC vs HCMT Returns, Every Period

DimensionalDFAC

+17.7%

past year

HCMTDirexion

+1.1%

past year

DFACHCMTFaded: behind in that period

3–0DFAC wins

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

DFAC vs HCMT

YTD

DimensionalDFAC

+14.1%

HCMTDirexion

−0.0%

+14.1%Year to date−0.0%

−8.5%Worst drop · 1Y−16.7%

13.1%Volatility · 1Y29.8%

0.9%Yield0.5%

$87.7BAssets$542M

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, HCMT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

HCMT1.18%$118

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

Yields: DFAC, HCMT, IWF

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

HCMT0.51%$51

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

IWF$38 − $18 = $20

HCMT$51 − $118 = −$67

KeptFee

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

Overlap: DFAC, HCMT, IWF

Today

58.7%most shared, DFAC and HCMT

DFACHCMTIWF

DFAC—58.7%40.3%

HCMT58.7%—39.0%

IWF40.3%39.0%—

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

HCMTWorst drop−16.7%29.8% vol

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

Paid More vs Made More

YTD

DFACHCMT

+14.1%Year to date−0.0%

0.9%Yield0.5%

+17.7%Past year+1.1%

0.21%Fee1.18%

4–0DFAC 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