Compare · 4 funds side by side · dividends reinvested

DFAC, ISCG, IJR and IWF

DFACDimensional×ISCGiShares×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

DFAC, ISCG, IJR 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%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · ISCG 2004 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

ISCG

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

DFACMeasureISCG

+11.4%Year to dateJan 1 → Nov 6+7.9%

+13.8%1 yearTotal return+9.1%

+21.0%3 years · per year$10,000 became $17,722 · $16,813+18.9%

+10.6%5 years · per year$10,000 became $16,525 · $11,960+3.6%

0.21%Expense ratio$21 · $6 a year on $10k · lower is better0.06%

0.90%Trailing 12-mo yield$90 · $67 a year on $10k0.67%

−8.5%Worst dropSmaller is better−11.4%

12.9%VolatilityLower is calmer18.5%

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

7–1DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs ISCG: Top 5 Holdings

Today

DFAC

20.4%in top 5

ISCG

in top 54.0%

DFACStockISCG

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common12.1%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs ISCG Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

DFACISCGFaded: behind in that period

4–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs IJR

YTD

DimensionalDFAC

+11.4%

IJRiShares

+15.5%

+11.4%Year to date+15.5%

−8.5%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y16.2%

0.9%Yield1.2%

$85.7BAssets$104B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, ISCG, IJR, IWF

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IJR0.06%$6

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, ISCG, IJR, IWF

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAC0.90%$90

ISCG0.67%$67

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

ISCG$67 − $6 = $61

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, ISCG, IJR, IWF

Today

40.2%most shared, DFAC and IWF

DFACISCGIJRIWF

DFAC—12.1%6.4%40.2%

ISCG12.1%—25.0%1.8%

IJR6.4%25.0%—0.1%

IWF40.2%1.8%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.2% vol

ISCGWorst drop−11.4%18.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAC

+15.5%Year to date+11.4%

1.2%Yield0.9%

+17.6%Past year+13.8%

0.06%Fee0.21%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026