Compare · 3 funds side by side · dividends reinvested

DFAC, LRGF and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,963LRGF · best of the three

02 / 04

DFAC, LRGF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.11%+8.4%+8.9%+22.4%+12.4%−8.7%13.6%$3.7B1.5

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%$89.2B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.9

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 · LRGF 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

LRGF

iShares U.S. Equity Factor ETF · $3.7B$17,963

$10,000 five years ago, dividends reinvested · they hold 56.1% in common

DFACMeasureLRGF

+11.2%Year to dateJan 1 → Nov 5+8.4%

+14.3%1 yearTotal return+8.9%

+21.2%3 years · per year$10,000 became $17,812 · $18,356+22.4%

+10.6%5 years · per year$10,000 became $16,526 · $17,963+12.4%

0.21%Expense ratio$21 · $8 a year on $10k · lower is better0.08%

0.90%Trailing 12-mo yield$90 · $111 a year on $10k1.11%

−8.5%Worst dropSmaller is better−8.7%

12.9%VolatilityLower is calmer13.6%

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

4–4Level

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 LRGF: Top 5 Holdings

Today

DFAC

20.5%in top 5

LRGF

in top 526.2%

DFACStockLRGF

5.8%AAPL7.2%

5.1%NVDA6.8%

5.0%MSFT5.7%

2.7%AMZN3.3%

not top 5GOOG3.3%

1.9%METAnot top 5

Held in common56.1%

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

DFAC vs LRGF Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

LRGFiShares

+12.4%

5 years, per year

DFACLRGFFaded: behind in that period

2–2Level

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

DFAC vs LRGF

YTD

DimensionalDFAC

+11.2%

LRGFiShares

+8.4%

+11.2%Year to date+8.4%

−8.5%Worst drop · 1Y−8.7%

12.9%Volatility · 1Y13.6%

0.9%Yield1.1%

$89.2BAssets$3.7B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, LRGF, IWF

Today

0.08%lowest, LRGF

FundExpense ratioFee$10k

LRGF0.08%$8

IWF0.18%$18

DFAC0.21%$21

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

Yields: DFAC, LRGF, IWF

1.11%highest, LRGF

FundTrailing yieldYield$10k

LRGF1.11%$111

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$103most kept, LRGF

LRGF$111 − $8 = $103

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, LRGF, IWF

Today

56.1%most shared, DFAC and LRGF

DFACLRGFIWF

DFAC—56.1%40.8%

LRGF56.1%—49.5%

IWF40.8%49.5%—

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

LRGFWorst drop−8.7%13.6% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

LRGFDFAC

+8.4%Year to date+11.2%

1.1%Yield0.9%

+8.9%Past year+14.3%

0.08%Fee0.21%

2–2level

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026