Compare · 4 funds side by side · dividends reinvested

DFAC, PRF, VUG and IWF

DFACDimensional×PRFInvesco×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,118PRF · best of the four

02 / 04

DFAC, PRF, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.34%+18.8%+22.8%+23.0%+12.6%−6.6%10.9%$10.3B1.4

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%$85.7B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.6

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 · PRF 2005 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

PRF

Invesco RAFI US 1000 ETF · $10.3B$18,118

$10,000 five years ago, dividends reinvested · they hold 66.0% in common

DFACMeasurePRF

+11.4%Year to dateJan 1 → Nov 6+18.8%

+13.8%1 yearTotal return+22.8%

+21.0%3 years · per year$10,000 became $17,722 · $18,620+23.0%

+10.6%5 years · per year$10,000 became $16,525 · $18,118+12.6%

0.21%Expense ratio$21 · $34 a year on $10k · lower is better0.34%

0.90%Trailing 12-mo yield$90 · $134 a year on $10k1.34%

−8.5%Worst dropSmaller is better−6.6%

12.9%VolatilityLower is calmer10.9%

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

1–7PRF 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 PRF: Top 5 Holdings

Today

DFAC

20.4%in top 5

PRF

in top 515.2%

DFACStockPRF

5.9%AAPL4.8%

5.0%MSFT3.3%

4.8%NVDAnot top 5

not top 5GOOGL2.8%

2.7%AMZN2.4%

not top 5BRK-B2.0%

1.9%METAnot top 5

Held in common66.0%

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

DFAC vs PRF Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

PRFInvesco

+12.6%

5 years, per year

DFACPRFFaded: behind in that period

0–4PRF wins

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

DFAC vs PRF

YTD

DimensionalDFAC

+11.4%

PRFInvesco

+18.8%

+11.4%Year to date+18.8%

−8.5%Worst drop · 1Y−6.6%

12.9%Volatility · 1Y10.9%

0.9%Yield1.3%

$85.7BAssets$10.3B

4–0PRF wins

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

Cost, Income and Risk

Fees: DFAC, PRF, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

PRF0.34%$34

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

Yields: DFAC, PRF, VUG, IWF

1.34%highest, PRF

FundTrailing yieldYield$10k

PRF1.34%$134

DFAC0.90%$90

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$100most kept, PRF

PRF$134 − $34 = $100

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, PRF, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFACPRFVUGIWF

DFAC—66.0%35.7%40.2%

PRF66.0%—24.6%27.5%

VUG35.7%24.6%—78.0%

IWF40.2%27.5%78.0%—

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

Return vs Bumpiness: 4 ETFs

+22.8%PRF, at 10.9% volatility

PRFWorst drop−6.6%10.9% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% 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

PRFDFAC

+18.8%Year to date+11.4%

1.3%Yield0.9%

+22.8%Past year+13.8%

0.34%Fee0.21%

3–1PRF wins

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