Compare · 3 funds side by side · dividends reinvested

DFAC, LSAF and IWF

DFACDimensional×LSAFLeader Shares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493LSAF · best of the three

02 / 04

DFAC, LSAF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderSharesTM AlphaFactor US Core Equity ETFUS Stock Styles · Large cap0.75%0.54%+27.2%+31.7%+24.2%+11.8%−6.6%14.5%$133M1.5

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%$89.2B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · LSAF 2018 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF · $133M$17,493

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

DFACMeasureLSAF

+11.2%Year to dateJan 1 → Nov 5+27.2%

+14.3%1 yearTotal return+31.7%

+21.2%3 years · per year$10,000 became $17,812 · $19,139+24.2%

+10.6%5 years · per year$10,000 became $16,526 · $17,493+11.8%

0.21%Expense ratio$21 · $75 a year on $10k · lower is better0.75%

0.90%Trailing 12-mo yield$90 · $54 a year on $10k0.54%

−8.5%Worst dropSmaller is better−6.6%

12.9%VolatilityLower is calmer14.5%

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

3–5LSAF 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 LSAF: Top 5 Holdings

Today

DFAC

20.5%in top 5

LSAF

in top 56.0%

DFACStockLSAF

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5CART1.2%

not top 5CROX1.2%

not top 5ETSY1.2%

not top 5SWK1.2%

not top 5DLTR1.2%

Held in common6.5%

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

DFAC vs LSAF Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

LSAFLeader Shares

+11.8%

5 years, per year

DFACLSAFFaded: behind in that period

0–4LSAF wins

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

DFAC vs LSAF

YTD

DimensionalDFAC

+11.2%

LSAFLeader Shares

+27.2%

+11.2%Year to date+27.2%

−8.5%Worst drop · 1Y−6.6%

12.9%Volatility · 1Y14.5%

0.9%Yield0.5%

$89.2BAssets$133M

2–2level

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

Cost, Income and Risk

Fees: DFAC, LSAF, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

LSAF0.75%$75

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

Yields: DFAC, LSAF, IWF

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

LSAF0.54%$54

IWF0.39%$39

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

LSAF$54 − $75 = −$21

KeptFee

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

Overlap: DFAC, LSAF, IWF

Today

40.8%most shared, DFAC and IWF

DFACLSAFIWF

DFAC—6.5%40.8%

LSAF6.5%—1.8%

IWF40.8%1.8%—

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

Return vs Bumpiness: 3 ETFs

+31.7%LSAF, at 14.5% volatility

DFACWorst drop−8.5%12.9% vol

LSAFWorst drop−6.6%14.5% 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

DFACLSAF

+11.2%Year to date+27.2%

0.9%Yield0.5%

+14.3%Past year+31.7%

0.21%Fee0.75%

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