Compare · 4 funds side by side · dividends reinvested

DFAC, SGLC, IWF and VTV

DFACDimensional×SGLCSummit Global Investments×IWFiShares×VTVVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SGLC, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B2.5

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.20%+16.1%+18.4%+21.5%[…]−9.7%16.0%$226M2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · SGLC 2023 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

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DFAC vs SGLC: Top 5 Holdings

Today

DFAC

19.9%in top 5

SGLC

in top 529.0%

DFACStockSGLC

4.4%NVDA8.2%

5.9%AAPL7.6%

4.9%MSFT6.1%

2.8%AMZN4.2%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAC, SGLC, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAC0.21%$21

SGLC0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SGLC

SGI U.S. Large Cap Core ETF · $226M[…]

$10,000 five years ago, dividends reinvested · they hold 47.2% in common

DFACMeasureSGLC

+14.9%Year to dateJan 1 → Nov 11+16.1%

+16.5%1 yearTotal return+18.4%

+21.0%3 years · per year$10,000 became $17,728 · $17,932+21.5%

+10.9%5 years · per year$10,000 became $16,748 · […][…]

0.21%Expense ratio$21 · $85 a year on $10k · lower is better0.85%

0.87%Trailing 12-mo yield$87 · $20 a year on $10k0.20%

−8.5%Worst dropSmaller is better−9.7%

13.0%VolatilityLower is calmer16.0%

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

4–3DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%

2.0%METAnot top 5

Held in common47.2%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs SGLC Returns, Every Period

1Y

DimensionalDFAC

+16.5%

past year

SGLCSummit Global Investments

+18.4%

past year

DFACSGLCFaded: behind in that period

0–3SGLC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+14.9%

VTVVanguard

+22.3%

+14.9%Year to date+22.3%

−8.5%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.8%

0.9%Yield1.8%

$87.4BAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAC, SGLC, IWF, VTV

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

DFAC0.87%$87

IWF0.37%$37

SGLC0.20%$20

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

SGLC$20 − $85 = −$65

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, SGLC, IWF, VTV

Today

51.1%most shared, SGLC and IWF

DFACSGLCIWFVTV

DFAC—47.2%40.2%37.9%

SGLC47.2%—51.1%28.3%

IWF40.2%51.1%—11.9%

VTV37.9%28.3%11.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

SGLCWorst drop−9.7%16.0% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSGLC

+22.3%Year to date+16.1%

1.8%Yield0.2%

+25.5%Past year+18.4%

0.03%Fee0.85%

4–0VTV wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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DFAC, SGLC, IWF and VTV

Head to Head

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Cost, Income and Risk

Popular Pairs Near These Four