Compare · 3 funds side by side · dividends reinvested

DFAC, IWD and VO

DFACDimensional×IWDiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,456IWD · best of the three

02 / 04

DFAC, IWD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$82.9B1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · IWD 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

IWD

iShares Russell 1000 Value ETF · $82.9B$17,456

$10,000 five years ago, dividends reinvested · they hold 60.1% in common

DFACMeasureIWD

+14.1%Year to dateJan 1 → Nov 9+26.2%

+17.7%1 yearTotal return+31.3%

+21.2%3 years · per year$10,000 became $17,787 · $18,456+22.7%

+11.0%5 years · per year$10,000 became $16,820 · $17,456+11.8%

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 9, 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%MSFT5.2%

4.9%NVDAnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

1.9%METAnot top 5

Held in common60.1%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs IWD Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

IWDiShares

+11.8%

5 years, per year

DFACIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+14.1%

VOVanguard

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.2%

13.1%Volatility · 1Y13.1%

0.9%Yield1.4%

$85.6BAssets$103B

2–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, IWD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWD0.18%$18

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, IWD, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWD1.34%$134

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWD$134 − $18 = $116

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, IWD, VO

Today

60.1%most shared, DFAC and IWD

DFACIWDVO

DFAC—60.1%19.6%

IWD60.1%—21.3%

VO19.6%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.3%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWD

+13.6%Year to date+26.2%

1.4%Yield1.3%

+15.6%Past year+31.3%

0.03%Fee0.18%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026