Compare · 3 funds side by side · dividends reinvested

DFAC, MGC and IWF

DFACDimensional×MGCVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,969MGC · best of the three

02 / 04

DFAC, MGC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap ETFUS Stock Styles · Large cap0.05%0.94%+10.6%+12.7%+22.8%+12.4%−9.8%14.5%$10.3B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · MGC 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

DFACMeasureIWF

+14.1%Year to dateJan 1 → Nov 9−2.5%

+17.7%1 yearTotal return−2.2%

+21.2%3 years · per year$10,000 became $17,787 · $17,207+19.8%

+11.0%5 years · per year$10,000 became $16,820 · $15,892+9.7%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.88%Trailing 12-mo yield$88 · $38 a year on $10k0.38%

−8.5%Worst dropSmaller is better−14.6%

13.1%VolatilityLower is calmer19.5%

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

7–1DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

20.4%in top 5

IWF

in top 539.7%

DFACStockIWF

4.9%NVDA14.3%

5.9%AAPL8.8%

5.0%MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common40.3%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs IWF Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

IWFiShares

+9.7%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs MGC

YTD

DimensionalDFAC

+14.1%

MGCVanguard

+10.6%

+14.1%Year to date+10.6%

−8.5%Worst drop · 1Y−9.8%

13.1%Volatility · 1Y14.5%

0.9%Yield0.9%

$87.7BAssets$10.3B

3–0DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, MGC, IWF

Today

0.05%lowest, MGC

FundExpense ratioFee$10k

MGC0.05%$5

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, MGC, IWF

0.94%highest, MGC

FundTrailing yieldYield$10k

MGC0.94%$94

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$89most kept, MGC

MGC$94 − $5 = $89

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, MGC, IWF

Today

64.2%most shared, MGC and IWF

DFACMGCIWF

DFAC—54.3%40.3%

MGC54.3%—64.2%

IWF40.3%64.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

MGCWorst drop−9.8%14.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MGCDFAC

+10.6%Year to date+14.1%

0.9%Yield0.9%

+12.7%Past year+17.7%

0.05%Fee0.21%

2–1DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026