Compare · 3 funds side by side · dividends reinvested

DFAC, PBUS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,780PBUS · best of the three

02 / 04

DFAC, PBUS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.05%+8.0%+9.2%+22.2%+10.9%−9.0%13.8%$10.5B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · PBUS 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

PBUS

Invesco MSCI USA ETF · $10.5B$16,780

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

DFACMeasurePBUS

+11.2%Year to dateJan 1 → Nov 5+8.0%

+14.3%1 yearTotal return+9.2%

+21.2%3 years · per year$10,000 became $17,812 · $18,237+22.2%

+10.6%5 years · per year$10,000 became $16,526 · $16,780+10.9%

0.21%Expense ratio$21 · $4 a year on $10k · lower is better0.04%

0.90%Trailing 12-mo yield$90 · $105 a year on $10k1.05%

−8.5%Worst dropSmaller is better−9.0%

12.9%VolatilityLower is calmer13.8%

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

4–4Level

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

More Ways to See the Pairs

DFAC vs PBUS: Top 5 Holdings

Today

DFAC

20.5%in top 5

PBUS

in top 527.1%

DFACStockPBUS

5.8%AAPL7.8%

5.1%NVDA7.0%

5.0%MSFT5.9%

2.7%AMZN3.9%

not top 5GOOGL2.6%

1.9%METAnot top 5

Held in common69.2%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs PBUS Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

PBUSInvesco

+10.9%

5 years, per year

DFACPBUSFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs PBUS

YTD

DimensionalDFAC

+11.2%

PBUSInvesco

+8.0%

+11.2%Year to date+8.0%

−8.5%Worst drop · 1Y−9.0%

12.9%Volatility · 1Y13.8%

0.9%Yield1.0%

$89.2BAssets$10.5B

3–1DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, PBUS, IWF

Today

0.04%lowest, PBUS

FundExpense ratioFee$10k

PBUS0.04%$4

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, PBUS, IWF

1.05%highest, PBUS

FundTrailing yieldYield$10k

PBUS1.05%$105

DFAC0.90%$90

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, PBUS

PBUS$105 − $4 = $101

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, PBUS, IWF

Today

69.2%most shared, DFAC and PBUS

DFACPBUSIWF

DFAC—69.2%40.8%

PBUS69.2%—56.8%

IWF40.8%56.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

PBUSWorst drop−9.0%13.8% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PBUSDFAC

+8.0%Year to date+11.2%

1.0%Yield0.9%

+9.2%Past year+14.3%

0.04%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026