Compare · 3 funds side by side · dividends reinvested

DFAC, IWD and IJH

DFACDimensional×IWDiShares×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,402IWD · best of the three

Story of the three · IncomeMost incomeIWD · 1.34% · $134 a year on $10k

Story of the three · RiskSmallest drop

DFAC, IWD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+28.7%+22.6%+11.7%−6.8%11.7%$84.7B1.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$124B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · IWD 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

DFAC

IWD

iShares Russell 1000 Value ETF · $84.7B$17,402

$10,000 five years ago, dividends reinvested · they hold 59.9% in common

DFACMeasure

More Ways to See the Pairs

DFAC vs IWD: Top 5 Holdings

Today

DFAC

19.8%in top 5

IWD

in top 522.4%

DFACStockIWD

2.7%AMZN6.1%

5.9%AAPL6.1%

4.7%MSFT5.0%

4.4%NVDAnot top 5

not top 5BRK-B

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 12, 2026 · fee on $10,000 a year

Yields: DFAC, IWD, IJH

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IWD

+14.1%Year to dateJan 1 → Nov 12+26.2%

+15.4%1 yearTotal return+28.7%

+20.7%3 years · per year$10,000 became $17,581 · $18,423+22.6%

+10.6%5 years · per year$10,000 became $16,580 · $17,402+11.7%

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

0.88%Trailing 12-mo yield$88 · $134 a year on $10k1.34%

−8.5%Worst dropSmaller is better−6.8%

13.1%VolatilityLower is calmer11.7%

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

0–8IWD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.8%

not top 5JPM2.4%

1.9%METAnot top 5

Held in common59.9%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs IWD Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

IWDiShares

+11.7%

5 years, per year

DFACIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs IWD

YTD

DimensionalDFAC

+14.1%

IWDiShares

+26.2%

+14.1%Year to date+26.2%

−8.5%Worst drop · 1Y−6.8%

13.1%Volatility · 1Y11.7%

0.9%Yield1.3%

$87.7BAssets$84.7B

4–0IWD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

IJH1.22%$122

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

IWD$134 − $18 = $116

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, IWD, IJH

Today

59.9%most shared, DFAC and IWD

DFACIWDIJH

DFAC—59.9%11.5%

IWD59.9%—6.2%

IJH11.5%6.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.7%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

DFACWorst drop−8.5%13.1% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAC

+26.2%Year to date+14.1%

1.3%Yield0.9%

+28.7%Past year+15.4%

0.18%Fee0.21%

4–0IWD wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DFAC, IWD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three