Compare · 4 funds side by side · dividends reinvested

DFAC, ONEY, IWF and VUG

DFACDimensional×ONEYSPDR×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, ONEY, IWF 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%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.0

State Street SPDR Russell 1000 Yield Focus ETFUS Stock Styles · Large cap0.20%2.79%+23.0%+27.5%+18.6%+10.4%−9.1%12.9%$669M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

Rank among the four1st → 4thFee, 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 · ONEY 2015 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

ONEY

State Street SPDR Russell 1000 Yield Focus ETF · $669M$16,387

$10,000 five years ago, dividends reinvested · they hold 11.4% in common

DFACMeasureONEY

+14.1%Year to dateJan 1 → Nov 9+23.0%

+17.7%1 yearTotal return+27.5%

+21.2%3 years · per year$10,000 became $17,787 · $16,674+18.6%

+11.0%5 years · per year$10,000 became $16,820 · $16,387+10.4%

0.21%Expense ratio$21 · $20 a year on $10k · lower is better0.20%

0.88%Trailing 12-mo yield$88 · $279 a year on $10k2.79%

−8.5%Worst dropSmaller is better−9.1%

13.1%VolatilityLower is calmer12.9%

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

3–5ONEY 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 ONEY: Top 5 Holdings

Today

DFAC

20.4%in top 5

ONEY

in top 511.4%

DFACStockONEY

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

not top 5PGR3.7%

2.7%AMZNnot top 5

not top 5ACN2.2%

not top 5CMCSA2.1%

1.9%METAnot top 5

not top 5ALL1.9%

not top 5CI1.5%

Held in common11.4%

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

DFAC vs ONEY Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

ONEYSPDR

+10.4%

5 years, per year

DFACONEYFaded: behind in that period

2–2Level

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

DFAC vs ONEY

YTD

DimensionalDFAC

+14.1%

ONEYSPDR

+23.0%

+14.1%Year to date+23.0%

−8.5%Worst drop · 1Y−9.1%

13.1%Volatility · 1Y12.9%

0.9%Yield2.8%

$85.6BAssets$669M

3–1ONEY wins

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

Cost, Income and Risk

Fees: DFAC, ONEY, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

ONEY0.20%$20

DFAC0.21%$21

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

Yields: DFAC, ONEY, IWF, VUG

2.79%highest, ONEY

FundTrailing yieldYield$10k

ONEY2.79%$279

DFAC0.88%$88

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$259most kept, ONEY

ONEY$279 − $20 = $259

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, ONEY, IWF, VUG

Today

78.1%most shared, IWF and VUG

DFACONEYIWFVUG

DFAC—11.4%40.3%35.8%

ONEY11.4%—1.0%0.2%

IWF40.3%1.0%—78.1%

VUG35.8%0.2%78.1%—

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

Return vs Bumpiness: 4 ETFs

+27.5%ONEY, at 12.9% volatility

ONEYWorst drop−9.1%12.9% vol

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% 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

ONEYDFAC

+23.0%Year to date+14.1%

2.8%Yield0.9%

+27.5%Past year+17.7%

0.20%Fee0.21%

4–0ONEY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$59.7B

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%

$120BAssets$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