Compare · 3 funds side by side · dividends reinvested

DFAC, IWD and VO

DFACDimensional×IWDiShares×VOVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,410IWD · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

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%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B2.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$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 10, 2026 · returns include dividends · since: DFAC 2005 · IWD 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,410

IWD

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

$10,000 five years ago, dividends reinvested · they hold 60.0% in common

IWDMeasure

More Ways to See the Pairs

IWD vs DFAC: Top 5 Holdings

Today

IWD

22.7%in top 5

DFAC

in top 520.2%

IWDStockDFAC

6.2%AMZN2.7%

6.0%AAPL5.9%

5.3%MSFT5.0%

not top 5NVDA4.6%

2.8%BRK-B

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 10, 2026 · fee on $10,000 a year

Yields: DFAC, IWD, VO

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DFAC

+26.2%Year to dateJan 1 → Nov 10+13.7%

+30.5%1 yearTotal return+16.9%

+22.2%3 years · per year$10,000 became $18,244 · $17,492+20.5%

+11.7%5 years · per year$10,000 became $17,410 · $16,689+10.8%

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

1.34%Trailing 12-mo yield$134 · $88 a year on $10k0.88%

−6.8%Worst dropSmaller is better−8.5%

11.7%VolatilityLower is calmer13.0%

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

8–0IWD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

2.4%JPMnot top 5

not top 5META2.0%

Held in common60.0%

End-of-day Nov 10, 2026 · share of each fund

IWD vs DFAC Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

DFACDimensional

+10.8%

5 years, per year

IWDDFACFaded: behind in that period

4–0IWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWD vs VO

YTD

iSharesIWD

+26.2%

VOVanguard

+13.6%

+26.2%Year to date+13.6%

−6.8%Worst drop · 1Y−8.2%

11.7%Volatility · 1Y13.0%

1.3%Yield1.4%

$84.7BAssets$103B

3–1IWD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWD1.34%$134

DFAC0.88%$88

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWD$134 − $18 = $116

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAC, IWD, VO

Today

60.0%most shared, DFAC and IWD

DFACIWDVO

DFAC—60.0%19.7%

IWD60.0%—21.4%

VO19.7%21.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.5%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWD

+13.6%Year to date+26.2%

1.4%Yield1.3%

+14.4%Past year+30.5%

0.03%Fee0.18%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

DFAC, IWD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three