Compare · 2 funds side by side · dividends reinvested

DFAC and IWB

DFACDimensional×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

DFAC and IWB, 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%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFAC 2005 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

DFAC

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 72.4% in common

DFACMeasureIWB

+14.1%Year to dateJan 1 → Nov 3+11.3%

+16.0%1 yearTotal return+11.6%

+23.0%3 years · per year$10,000 became $18,595 · $18,957+23.8%

+11.2%5 years · per year$10,000 became $16,976 · $17,090+11.3%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.88%Trailing 12-mo yield$88 · $92 a year on $10k0.92%

−8.5%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer12.8%

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

4–4Level

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

More Ways to See the Pairs

DFAC vs IWB: Top 5 Holdings

Today

DFAC

19.9%in top 5

IWB

in top 525.2%

DFACStockIWB

5.7%AAPL7.1%

5.2%NVDA6.8%

4.7%MSFT5.6%

2.5%AMZN3.3%

not top 5GOOGL2.3%

1.9%METAnot top 5

Held in common72.4%

End-of-day Nov 3, 2026 · share of each fund

DFAC vs IWB Returns, Every Period

DimensionalDFAC

+11.2%

5 years, per year

IWBiShares

+11.3%

5 years, per year

DFACIWBFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAC vs IWB

YTD

DimensionalDFAC

+14.1%

IWBiShares

+11.3%

+14.1%Year to date+11.3%

−8.5%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.8%

0.9%Yield0.9%

$87.6BAssets$47.8B

3–0DFAC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

DFAC0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAC, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAC, IWB

Today

72.4%most shared, DFAC and IWB

DFACIWB

DFAC—72.4%

IWB72.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

IWBWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWBDFAC

+11.3%Year to date+14.1%

0.9%Yield0.9%

+11.6%Past year+16.0%

0.15%Fee0.21%

2–1DFAC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026