Compare · 4 funds side by side · dividends reinvested

DFAC, OMFS, IJR and VUG

DFACDimensional×OMFSInvesco×IJRiShares×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,580DFAC · best of the four

Story of the four · IncomeMost incomeOMFS · 1.28% · $128 a year on $10k

Story of the four · RiskSmallest drop

DFAC, OMFS, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B2.1

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.28%+13.7%+16.0%+15.9%+4.1%−9.4%17.1%$266M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · OMFS 2017 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

DFAC

More Ways to See the Pairs

DFAC vs VUG: Top 5 Holdings

Today

DFAC

19.8%in top 5

VUG

in top 545.2%

DFACStockVUG

4.4%NVDA13.5%

5.9%AAPL12.5%

4.7%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: DFAC, OMFS, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DFAC0.21%$21

OMFS0.39%$39

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 35.8% in common

DFACMeasureVUG

+14.1%Year to dateJan 1 → Nov 12+4.9%

+15.4%1 yearTotal return+3.5%

+20.7%3 years · per year$10,000 became $17,581 · $18,215+22.1%

+10.6%5 years · per year$10,000 became $16,580 · $16,326+10.3%

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

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−15.1%

13.1%VolatilityLower is calmer19.1%

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

6–2DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common35.8%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs VUG Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs OMFS

YTD

DimensionalDFAC

+14.1%

OMFSInvesco

+13.7%

+14.1%Year to date+13.7%

−8.5%Worst drop · 1Y−9.4%

13.1%Volatility · 1Y17.1%

0.9%Yield1.3%

$87.7BAssets$266M

3–1DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFAC, OMFS, IJR, VUG

1Y

1.28%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.28%$128

IJR1.21%$121

DFAC0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

OMFS$128 − $39 = $89

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, OMFS, IJR, VUG

Today

37.0%most shared, OMFS and IJR

DFACOMFSIJRVUG

DFAC—7.5%6.4%35.8%

OMFS7.5%—37.0%0.0%

IJR6.4%37.0%—0.0%

VUG35.8%0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.1%IJR, at 16.4% volatility

DFACWorst drop−8.5%13.1% vol

IJRWorst drop−9.7%16.4% vol

OMFSWorst drop−9.4%17.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSIJR

+13.7%Year to date+18.0%

1.3%Yield1.2%

+16.0%Past year+19.1%

0.39%Fee0.06%

3–1IJR wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

Loading…

DFAC, OMFS, IJR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four