Compare · 3 funds side by side · dividends reinvested

DFAC, IYY and IWF

DFACDimensional×IYYiShares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, IYY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$85.6B1.5

iShares Dow Jones U.S. ETFUS Stock Styles · Large cap0.20%0.91%+8.5%+9.3%+21.6%+10.5%−8.9%13.7%$2.9B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

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 · IYY 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

IYY

iShares Dow Jones U.S. ETF · $2.9B$16,470

$10,000 five years ago, dividends reinvested · they hold 72.7% in common

DFACMeasureIYY

+11.4%Year to dateJan 1 → Nov 6+8.5%

+13.8%1 yearTotal return+9.3%

+21.0%3 years · per year$10,000 became $17,722 · $17,962+21.6%

+10.6%5 years · per year$10,000 became $16,525 · $16,470+10.5%

0.21%Expense ratio$21 · $20 a year on $10k · lower is better0.20%

0.90%Trailing 12-mo yield$90 · $91 a year on $10k0.91%

−8.5%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.7%

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

5–3DFAC 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 IYY: Top 5 Holdings

Today

DFAC

20.4%in top 5

IYY

in top 525.9%

DFACStockIYY

5.9%AAPL7.4%

4.8%NVDA6.5%

5.0%MSFT5.8%

2.7%AMZN3.8%

not top 5GOOGL2.4%

1.9%METAnot top 5

Held in common72.7%

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

DFAC vs IYY Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IYYiShares

+10.5%

5 years, per year

DFACIYYFaded: behind in that period

3–1DFAC wins

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

DFAC vs IYY

YTD

DimensionalDFAC

+11.4%

IYYiShares

+8.5%

+11.4%Year to date+8.5%

−8.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.7%

0.9%Yield0.9%

$85.6BAssets$2.9B

3–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, IYY, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IYY0.20%$20

DFAC0.21%$21

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

Yields: DFAC, IYY, IWF

0.91%highest, IYY

FundTrailing yieldYield$10k

IYY0.91%$91

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$71most kept, IYY

IYY$91 − $20 = $71

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, IYY, IWF

Today

72.7%most shared, DFAC and IYY

DFACIYYIWF

DFAC—72.7%40.2%

IYY72.7%—54.6%

IWF40.2%54.6%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IYYWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IYYDFAC

+8.5%Year to date+11.4%

0.9%Yield0.9%

+9.3%Past year+13.8%

0.20%Fee0.21%

2–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026