Compare · 3 funds side by side · dividends reinvested

DFAC, MLRG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

DFAC, MLRG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%0.98%[…][…][…][…][…][…]$1.3B1.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · MLRG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

MLRG

iShares MSCI USA ETF · $1.3B[…]

$10,000 five years ago, dividends reinvested · they hold 69.2% in common

DFACMeasureMLRG

+15.8%Year to dateJan 1 → Nov 4[…]

+17.7%1 yearTotal return[…]

+23.2%3 years · per year$10,000 became $18,682 · […][…]

+11.7%5 years · per year$10,000 became $17,417 · […][…]

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.87%Trailing 12-mo yield$87 · $98 a year on $10k0.98%

−8.5%Worst dropSmaller is better[…]

12.3%VolatilityLower is calmer[…]

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

0–2MLRG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs MLRG: Top 5 Holdings

Today

DFAC

20.1%in top 5

MLRG

in top 526.7%

DFACStockMLRG

5.6%AAPL7.5%

5.3%NVDA7.3%

4.8%MSFT5.6%

2.6%AMZN3.7%

not top 5GOOGL2.5%

1.9%METAnot top 5

Held in common69.2%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs MLRG Returns, Every Period

DimensionalDFAC

+17.7%

past year

MLRGiShares

[…]

past year

Returns […]

DFACMLRGFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs MLRG

YTD

DimensionalDFAC

+15.8%

MLRGiShares

[…]

+15.8%Year to date[…]

−8.5%Worst drop · 1Y[…]

12.3%Volatility · 1Y[…]

0.9%Yield1.0%

$89.2BAssets$1.3B

1–0MLRG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, MLRG, IWF

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, MLRG, IWF

0.98%highest, MLRG

FundTrailing yieldYield$10k

MLRG0.98%$98

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$95most kept, MLRG

MLRG$98 − $3 = $95

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, MLRG, IWF

Today

69.2%most shared, DFAC and MLRG

DFACMLRGIWF

DFAC—69.2%40.8%

MLRG69.2%—57.0%

IWF40.8%57.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

IWFWorst drop−15.6%18.3% vol

MLRGWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MLRGDFAC

[…]Year to date+15.8%

1.0%Yield0.9%

[…]Past year+17.7%

0.03%Fee0.21%

2–0MLRG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026