Compare · 4 funds side by side · dividends reinvested

DFAC, IVVB, VUG and IWF

DFACDimensional×IVVBiShares×VUGVanguard×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, IVVB, VUG 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%$85.6B1.8

iShares Large Cap Deep Quarterly Laddered ETFUS Stock Styles · Large cap0.53%1.17%+4.4%+5.3%+13.3%[…]−5.8%8.4%$141M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

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 · IVVB 2023 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

IVVB

iShares Large Cap Deep Quarterly Laddered ETF · $141M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFACMeasureIVVB

+11.4%Year to dateJan 1 → Nov 6+4.4%

+13.8%1 yearTotal return+5.3%

+21.0%3 years · per year$10,000 became $17,722 · $14,543+13.3%

+10.6%5 years · per year$10,000 became $16,525 · […][…]

0.21%Expense ratio$21 · $53 a year on $10k · lower is better0.53%

0.90%Trailing 12-mo yield$90 · $117 a year on $10k1.17%

−8.5%Worst dropSmaller is better−5.8%

12.9%VolatilityLower is calmer8.4%

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

4–3DFAC 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 IVVB: Top 5 Holdings

Today

DFAC

20.4%in top 5

IVVB

in top 598.0%

DFACStockIVVB

not top 5IVV98.0%

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

Held in common0.0%

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

DFAC vs IVVB Returns, Every Period

DimensionalDFAC

+13.8%

past year

IVVBiShares

+5.3%

past year

DFACIVVBFaded: behind in that period

3–0DFAC wins

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

DFAC vs IVVB

YTD

DimensionalDFAC

+11.4%

IVVBiShares

+4.4%

+11.4%Year to date+4.4%

−8.5%Worst drop · 1Y−5.8%

12.9%Volatility · 1Y8.4%

0.9%Yield1.2%

$85.6BAssets$141M

3–1IVVB wins

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

Cost, Income and Risk

Fees: DFAC, IVVB, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

IVVB0.53%$53

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

Yields: DFAC, IVVB, VUG, IWF

1.17%highest, IVVB

FundTrailing yieldYield$10k

IVVB1.17%$117

DFAC0.90%$90

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IVVB$117 − $53 = $64

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, IVVB, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFACIVVBVUGIWF

DFAC—0.0%35.7%40.2%

IVVB0.0%—0.0%0.0%

VUG35.7%0.0%—78.0%

IWF40.2%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

IVVBWorst drop−5.8%8.4% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% 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

IVVBDFAC

+4.4%Year to date+11.4%

1.2%Yield0.9%

+5.3%Past year+13.8%

0.53%Fee0.21%

3–1DFAC 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$59.7B

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