Compare · 4 funds side by side · dividends reinvested

DFAC, OMFS, IJH and IWF

DFACDimensional×OMFSInvesco×IJHiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

DFAC, OMFS, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.4

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.31%+11.7%+13.3%+16.4%+4.8%−9.4%16.9%$267M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · OMFS 2017 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $267M$12,647

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

DFACMeasureOMFS

+11.4%Year to dateJan 1 → Nov 6+11.7%

+13.8%1 yearTotal return+13.3%

+21.0%3 years · per year$10,000 became $17,722 · $15,756+16.4%

+10.6%5 years · per year$10,000 became $16,525 · $12,647+4.8%

0.21%Expense ratio$21 · $39 a year on $10k · lower is better0.39%

0.90%Trailing 12-mo yield$90 · $131 a year on $10k1.31%

−8.5%Worst dropSmaller is better−9.4%

12.9%VolatilityLower is calmer16.9%

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

6–2DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs OMFS: Top 5 Holdings

Today

DFAC

20.4%in top 5

OMFS

in top 56.8%

DFACStockOMFS

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5CTRE1.7%

not top 5FCFS1.4%

not top 5EAT1.2%

not top 5TRNO1.2%

not top 5SSREF1.2%

Held in common7.4%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs OMFS Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

DFACOMFSFaded: behind in that period

3–1DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs OMFS

YTD

DimensionalDFAC

+11.4%

OMFSInvesco

+11.7%

+11.4%Year to date+11.7%

−8.5%Worst drop · 1Y−9.4%

12.9%Volatility · 1Y16.9%

0.9%Yield1.3%

$85.7BAssets$267M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, OMFS, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

DFAC0.21%$21

OMFS0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, OMFS, IJH, IWF

1.31%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.31%$131

IJH1.26%$126

DFAC0.90%$90

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

OMFS$131 − $39 = $92

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, OMFS, IJH, IWF

Today

40.2%most shared, DFAC and IWF

DFACOMFSIJHIWF

DFAC—7.4%11.4%40.2%

OMFS7.4%—7.7%0.0%

IJH11.4%7.7%—1.9%

IWF40.2%0.0%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

OMFSWorst drop−9.4%16.9% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSDFAC

+11.7%Year to date+11.4%

1.3%Yield0.9%

+13.3%Past year+13.8%

0.39%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026