Compare · 3 funds side by side · dividends reinvested

DFAC, LGDX and IWF

DFACDimensional×LGDXIntech ETFs×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,689DFAC · best of the three

02 / 04

DFAC, LGDX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$87.7B1.1

Intech S&P Large Cap Diversified Alpha ETFUS Stock Styles · Large cap0.25%0.48%+7.2%+10.1%[…][…]−9.0%14.5%$136M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAC 2005 · LGDX 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

LGDX

Intech S&P Large Cap Diversified Alpha ETF · $136M[…]

$10,000 five years ago, dividends reinvested · they hold 51.9% in common

DFACMeasureLGDX

+13.7%Year to dateJan 1 → Nov 10+7.2%

+16.9%1 yearTotal return+10.1%

+20.5%3 years · per year$10,000 became $17,492 · […][…]

+10.8%5 years · per year$10,000 became $16,689 · […][…]

0.21%Expense ratio$21 · $25 a year on $10k · lower is better0.25%

0.88%Trailing 12-mo yield$88 · $48 a year on $10k0.48%

−8.5%Worst dropSmaller is better−9.0%

13.0%VolatilityLower is calmer14.5%

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

6–0DFAC wins

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

More Ways to See the Pairs

DFAC vs LGDX: Top 5 Holdings

Today

DFAC

20.2%in top 5

LGDX

in top 524.9%

DFACStockLGDX

4.6%NVDA7.6%

5.9%AAPL5.9%

5.0%MSFT4.7%

not top 5GOOGL3.6%

not top 5AVGO3.1%

2.7%AMZNnot top 5

2.0%METAnot top 5

Held in common51.9%

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

DFAC vs LGDX Returns, Every Period

DimensionalDFAC

+16.9%

past year

LGDXIntech ETFs

+10.1%

past year

DFACLGDXFaded: behind in that period

2–0DFAC wins

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

DFAC vs LGDX

YTD

DimensionalDFAC

+13.7%

LGDXIntech ETFs

+7.2%

+13.7%Year to date+7.2%

−8.5%Worst drop · 1Y−9.0%

13.0%Volatility · 1Y14.5%

0.9%Yield0.5%

$87.7BAssets$136M

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, LGDX, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

LGDX0.25%$25

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

Yields: DFAC, LGDX, IWF

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

LGDX0.48%$48

IWF0.38%$38

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

LGDX$48 − $25 = $23

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, LGDX, IWF

Today

51.9%most shared, DFAC and LGDX

DFACLGDXIWF

DFAC—51.9%40.4%

LGDX51.9%—50.1%

IWF40.4%50.1%—

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

Return vs Bumpiness: 3 ETFs

+16.9%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

LGDXWorst drop−9.0%14.5% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

DFACLGDX

+13.7%Year to date+7.2%

0.9%Yield0.5%

+16.9%Past year+10.1%

0.21%Fee0.25%

4–0DFAC wins

End-of-day Nov 10, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026