Compare · 3 funds side by side · dividends reinvested

DFAC, IUS and VUG

DFACDimensional×IUSInvesco×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,362IUS · best of the three

02 / 04

DFAC, IUS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.24%+22.3%+25.6%+22.8%+14.1%−6.1%10.8%$1.0B1.1

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%$85.7B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · IUS 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

IUS

Invesco RAFI Strategic US ETF · $1.0B$19,362

$10,000 five years ago, dividends reinvested · they hold 60.2% in common

DFACMeasureIUS

+11.4%Year to dateJan 1 → Nov 6+22.3%

+13.8%1 yearTotal return+25.6%

+21.0%3 years · per year$10,000 became $17,722 · $18,533+22.8%

+10.6%5 years · per year$10,000 became $16,525 · $19,362+14.1%

0.21%Expense ratio$21 · $19 a year on $10k · lower is better0.19%

0.90%Trailing 12-mo yield$90 · $124 a year on $10k1.24%

−8.5%Worst dropSmaller is better−6.1%

12.9%VolatilityLower is calmer10.8%

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

0–8IUS 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 IUS: Top 5 Holdings

Today

DFAC

20.4%in top 5

IUS

in top 517.1%

DFACStockIUS

5.9%AAPL4.4%

5.0%MSFT4.2%

4.8%NVDAnot top 5

not top 5BRK-B3.0%

not top 5GOOGL2.9%

2.7%AMZN2.7%

1.9%METAnot top 5

Held in common60.2%

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

DFAC vs IUS Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IUSInvesco

+14.1%

5 years, per year

DFACIUSFaded: behind in that period

0–4IUS wins

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

DFAC vs IUS

YTD

DimensionalDFAC

+11.4%

IUSInvesco

+22.3%

+11.4%Year to date+22.3%

−8.5%Worst drop · 1Y−6.1%

12.9%Volatility · 1Y10.8%

0.9%Yield1.2%

$85.7BAssets$1.0B

4–0IUS wins

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

Cost, Income and Risk

Fees: DFAC, IUS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUS0.19%$19

DFAC0.21%$21

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

Yields: DFAC, IUS, VUG

1.24%highest, IUS

FundTrailing yieldYield$10k

IUS1.24%$124

DFAC0.90%$90

VUG0.42%$42

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

Income After Fees on $10,000

$105most kept, IUS

IUS$124 − $19 = $105

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFAC, IUS, VUG

Today

60.2%most shared, DFAC and IUS

DFACIUSVUG

DFAC—60.2%35.7%

IUS60.2%—29.8%

VUG35.7%29.8%—

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

Return vs Bumpiness: 3 ETFs

+25.6%IUS, at 10.8% volatility

IUSWorst drop−6.1%10.8% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IUSDFAC

+22.3%Year to date+11.4%

1.2%Yield0.9%

+25.6%Past year+13.8%

0.19%Fee0.21%

4–0IUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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