Compare · 3 funds side by side · dividends reinvested

DFAC, SHUS and IWF

DFACDimensional×SHUSStratified×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, SHUS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$85.6B1.8

Stratified LargeCap Hedged ETFUS Stock Styles · Large cap0.95%1.22%+12.8%+15.2%+13.4%+6.3%−6.9%10.5%$23M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

Rank among the three1st → 3rdFee, 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 · SHUS 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Hedged ETF · $23M$13,583

SHUS

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SHUSMeasureDFAC

+12.8%Year to dateJan 1 → Nov 6+11.4%

+15.2%1 yearTotal return+13.8%

+13.4%3 years · per year$10,000 became $14,584 · $17,722+21.0%

+6.3%5 years · per year$10,000 became $13,583 · $16,525+10.6%

0.95%Expense ratio$95 · $21 a year on $10k · lower is better0.21%

1.22%Trailing 12-mo yield$122 · $90 a year on $10k0.90%

−6.9%Worst dropSmaller is better−8.5%

10.5%VolatilityLower is calmer12.9%

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

5–3SHUS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHUS vs DFAC: Top 5 Holdings

Today

SHUS

99.6%in top 5

DFAC

in top 520.4%

SHUSStockDFAC

99.6%SSPYnot top 5

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.0%

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

SHUS vs DFAC Returns, Every Period

StratifiedSHUS

+6.3%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SHUSDFACFaded: behind in that period

2–2Level

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

SHUS vs DFAC

YTD

StratifiedSHUS

+12.8%

DFACDimensional

+11.4%

+12.8%Year to date+11.4%

−6.9%Worst drop · 1Y−8.5%

10.5%Volatility · 1Y12.9%

1.2%Yield0.9%

$23.5MAssets$85.6B

4–0SHUS wins

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

Cost, Income and Risk

Fees: DFAC, SHUS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

SHUS0.95%$95

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

Yields: DFAC, SHUS, IWF

1.22%highest, SHUS

FundTrailing yieldYield$10k

SHUS1.22%$122

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SHUS$122 − $95 = $27

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, SHUS, IWF

Today

40.2%most shared, DFAC and IWF

DFACSHUSIWF

DFAC—0.0%40.2%

SHUS0.0%—0.0%

IWF40.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.2%SHUS, at 10.5% volatility

SHUSWorst drop−6.9%10.5% vol

DFACWorst drop−8.5%12.9% 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

SHUSDFAC

+12.8%Year to date+11.4%

1.2%Yield0.9%

+15.2%Past year+13.8%

0.95%Fee0.21%

3–1SHUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.7B

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