Compare · 3 funds side by side · dividends reinvested

DFAC, IVVB and VUG

DFACDimensional×IVVBiShares×VUGVanguard×

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, IVVB and VUG, 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%$87.7B1.6

iShares Large Cap Deep Quarterly Laddered ETFUS Stock Styles · Large cap0.53%1.16%+5.9%+7.4%+13.3%[…]−5.8%8.4%$143M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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 · IVVB 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Deep Quarterly Laddered ETF · $143M[…]

IVVB

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

IVVBMeasureVUG

+5.9%Year to dateJan 1 → Nov 9+4.2%

+7.4%1 yearTotal return+4.7%

+13.3%3 years · per year$10,000 became $14,545 · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

0.53%Expense ratio$53 · $3 a year on $10k · lower is better0.03%

1.16%Trailing 12-mo yield$116 · $41 a year on $10k0.41%

−5.8%Worst dropSmaller is better−15.1%

8.4%VolatilityLower is calmer19.1%

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

5–2IVVB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVVB vs VUG: Top 5 Holdings

Today

IVVB

98.0%in top 5

VUG

in top 545.2%

IVVBStockVUG

98.0%IVVnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

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

IVVB vs VUG Returns, Every Period

iSharesIVVB

+7.4%

past year

VUGVanguard

+4.7%

past year

IVVBVUGFaded: behind in that period

2–1IVVB wins

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

IVVB vs DFAC

YTD

iSharesIVVB

+5.9%

DFACDimensional

+14.1%

+5.9%Year to date+14.1%

−5.8%Worst drop · 1Y−8.5%

8.4%Volatility · 1Y13.1%

1.2%Yield0.9%

$143MAssets$87.7B

3–1IVVB wins

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

Cost, Income and Risk

Fees: DFAC, IVVB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

IVVB0.53%$53

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

Yields: DFAC, IVVB, VUG

1.16%highest, IVVB

FundTrailing yieldYield$10k

IVVB1.16%$116

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

IVVB$116 − $53 = $63

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAC, IVVB, VUG

Today

35.8%most shared, DFAC and VUG

DFACIVVBVUG

DFAC—0.0%35.8%

IVVB0.0%—0.0%

VUG35.8%0.0%—

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

IVVBWorst drop−5.8%8.4% vol

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IVVBDFAC

+5.9%Year to date+14.1%

1.2%Yield0.9%

+7.4%Past year+17.7%

0.53%Fee0.21%

3–1DFAC 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