Compare · 3 funds side by side · dividends reinvested

DFAC, IWD and IJH

DFACDimensional×IWDiShares×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

DFAC, IWD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.1

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%$85.6B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.6

Rank among the three1st → 3rdFee, 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 · IWD 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

IWD

iShares Russell 1000 Value ETF · $82.9B$17,201

$10,000 five years ago, dividends reinvested · they hold 60.3% in common

DFACMeasureIWD

+11.4%Year to dateJan 1 → Nov 6+23.7%

+13.8%1 yearTotal return+28.0%

+21.0%3 years · per year$10,000 became $17,722 · $18,455+22.7%

+10.6%5 years · per year$10,000 became $16,525 · $17,201+11.5%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.90%Trailing 12-mo yield$90 · $137 a year on $10k1.37%

−8.5%Worst dropSmaller is better−6.8%

12.9%VolatilityLower is calmer11.6%

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

0–8IWD 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 IWD: Top 5 Holdings

Today

DFAC

20.4%in top 5

IWD

in top 522.6%

DFACStockIWD

2.7%AMZN6.1%

5.9%AAPL6.0%

5.0%MSFT5.3%

4.8%NVDAnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

1.9%METAnot top 5

Held in common60.3%

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

DFAC vs IWD Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IWDiShares

+11.5%

5 years, per year

DFACIWDFaded: behind in that period

0–4IWD wins

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

DFAC vs IWD

YTD

DimensionalDFAC

+11.4%

IWDiShares

+23.7%

+11.4%Year to date+23.7%

−8.5%Worst drop · 1Y−6.8%

12.9%Volatility · 1Y11.6%

0.9%Yield1.4%

$85.6BAssets$82.9B

4–0IWD wins

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

Cost, Income and Risk

Fees: DFAC, IWD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWD0.18%$18

DFAC0.21%$21

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

Yields: DFAC, IWD, IJH

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

IJH1.25%$125

DFAC0.90%$90

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IWD$137 − $18 = $119

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, IWD, IJH

Today

60.3%most shared, DFAC and IWD

DFACIWDIJH

DFAC—60.3%11.4%

IWD60.3%—6.1%

IJH11.4%6.1%—

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

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAC

+23.7%Year to date+11.4%

1.4%Yield0.9%

+28.0%Past year+13.8%

0.18%Fee0.21%

4–0IWD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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