Compare · 3 funds side by side · dividends reinvested

DFAC, IWL and VUG

DFACDimensional×IWLiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,465IWL · best of the three

02 / 04

DFAC, IWL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.6

iShares Russell Top 200 ETFUS Stock Styles · Large cap0.15%0.88%+7.0%+8.1%+22.5%+11.8%−9.8%14.1%$2.1B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · IWL 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

IWL

iShares Russell Top 200 ETF · $2.1B$17,465

$10,000 five years ago, dividends reinvested · they hold 57.8% in common

DFACMeasureIWL

+11.2%Year to dateJan 1 → Nov 5+7.0%

+14.3%1 yearTotal return+8.1%

+21.2%3 years · per year$10,000 became $17,812 · $18,399+22.5%

+10.6%5 years · per year$10,000 became $16,526 · $17,465+11.8%

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

0.90%Trailing 12-mo yield$90 · $88 a year on $10k0.88%

−8.5%Worst dropSmaller is better−9.8%

12.9%VolatilityLower is calmer14.1%

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

5–3DFAC wins

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

More Ways to See the Pairs

DFAC vs IWL: Top 5 Holdings

Today

DFAC

20.5%in top 5

IWL

in top 531.8%

DFACStockIWL

5.8%AAPL8.9%

5.1%NVDA8.2%

5.0%MSFT7.2%

2.7%AMZN4.5%

not top 5GOOGL3.0%

1.9%METAnot top 5

Held in common57.8%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs IWL Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IWLiShares

+11.8%

5 years, per year

DFACIWLFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs IWL

YTD

DimensionalDFAC

+11.2%

IWLiShares

+7.0%

+11.2%Year to date+7.0%

−8.5%Worst drop · 1Y−9.8%

12.9%Volatility · 1Y14.1%

0.9%Yield0.9%

$85.7BAssets$2.1B

3–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, IWL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWL0.15%$15

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, IWL, VUG

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

IWL0.88%$88

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, IWL

IWL$88 − $15 = $73

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, IWL, VUG

Today

60.3%most shared, IWL and VUG

DFACIWLVUG

DFAC—57.8%36.2%

IWL57.8%—60.3%

VUG36.2%60.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IWLWorst drop−9.8%14.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACIWL

+11.2%Year to date+7.0%

0.9%Yield0.9%

+14.3%Past year+8.1%

0.21%Fee0.15%

2–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026