Compare · 4 funds side by side · dividends reinvested

DFAC, IVVM, VUG and IWF

DFACDimensional×IVVMiShares×VUGVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,748DFAC · best of the four

Story of the four · IncomeMost incomeDFAC · 0.87% · $87 a year on $10k

Story of the four · RiskSmallest drop

DFAC, IVVM, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B1.6

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.63%+8.5%+9.5%+14.5%[…]−5.3%8.1%$196M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · IVVM 2023 · VUG 2004 · IWF 2000

Head to Head

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Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

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DFAC vs IVVM: Top 5 Holdings

Today

DFAC

19.9%in top 5

IVVM

in top 598.2%

DFACStockIVVM

not top 5IVV98.2%

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

Cost, Income and Risk

Fees: DFAC, IVVM, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

IVVM0.53%$53

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF · $196M[…]

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

DFACMeasureIVVM

+14.9%Year to dateJan 1 → Nov 11+8.5%

+16.5%1 yearTotal return+9.5%

+21.0%3 years · per year$10,000 became $17,728 · $15,028+14.5%

+10.9%5 years · per year$10,000 became $16,748 · […][…]

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

0.87%Trailing 12-mo yield$87 · $63 a year on $10k0.63%

−8.5%Worst dropSmaller is better−5.3%

13.0%VolatilityLower is calmer8.1%

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

5–2DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%METAnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs IVVM Returns, Every Period

1Y

DimensionalDFAC

+16.5%

past year

IVVMiShares

+9.5%

past year

DFACIVVMFaded: behind in that period

3–0DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs IVVM

YTD

DimensionalDFAC

+14.9%

IVVMiShares

+8.5%

+14.9%Year to date+8.5%

−8.5%Worst drop · 1Y−5.3%

13.0%Volatility · 1Y8.1%

0.9%Yield0.6%

$87.4BAssets$196M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAC, IVVM, VUG, IWF

1Y

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

IVVM0.63%$63

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$41 − $3 = $38

IWF$37 − $18 = $19

IVVM$63 − $53 = $10

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, IVVM, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFACIVVMVUGIWF

DFAC—0.0%35.6%40.2%

IVVM0.0%—0.0%0.0%

VUG35.6%0.0%—78.0%

IWF40.2%0.0%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

IVVMWorst drop−5.3%8.1% vol

DFACWorst drop−8.5%13.0% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFACIVVM

+14.9%Year to date+8.5%

0.9%Yield0.6%

+16.5%Past year+9.5%

0.21%Fee0.53%

4–0DFAC wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAC, IVVM, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four