Compare · 3 funds side by side · dividends reinvested

DFAC, IVVM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

DFAC, IVVM 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%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.4

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.64%+6.1%+7.8%+14.7%[…]−5.3%8.0%$199M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · IVVM 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF · $199M[…]

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

DFACMeasureIVVM

+11.2%Year to dateJan 1 → Nov 5+6.1%

+14.3%1 yearTotal return+7.8%

+21.2%3 years · per year$10,000 became $17,812 · $15,078+14.7%

+10.6%5 years · per year$10,000 became $16,526 · […][…]

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

0.90%Trailing 12-mo yield$90 · $64 a year on $10k0.64%

−8.5%Worst dropSmaller is better−5.3%

12.9%VolatilityLower is calmer8.0%

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

5–2DFAC wins

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

More Ways to See the Pairs

DFAC vs IVVM: Top 5 Holdings

Today

DFAC

20.5%in top 5

IVVM

in top 599.1%

DFACStockIVVM

not top 5IVV99.1%

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs IVVM Returns, Every Period

DimensionalDFAC

+14.3%

past year

IVVMiShares

+7.8%

past year

DFACIVVMFaded: behind in that period

3–0DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs IVVM

YTD

DimensionalDFAC

+11.2%

IVVMiShares

+6.1%

+11.2%Year to date+6.1%

−8.5%Worst drop · 1Y−5.3%

12.9%Volatility · 1Y8.0%

0.9%Yield0.6%

$89.2BAssets$199M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, IVVM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

IVVM0.53%$53

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, IVVM, IWF

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

IVVM0.64%$64

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

IVVM$64 − $53 = $11

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, IVVM, IWF

Today

40.8%most shared, DFAC and IWF

DFACIVVMIWF

DFAC—0.0%40.8%

IVVM0.0%—0.0%

IWF40.8%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

IVVMWorst drop−5.3%8.0% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACIVVM

+11.2%Year to date+6.1%

0.9%Yield0.6%

+14.3%Past year+7.8%

0.21%Fee0.53%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026