Compare · 4 funds side by side · dividends reinvested

DFAC, SIMS, IWF and VTV

DFACDimensional×SIMSSPDR×IWFiShares×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,885VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SIMS, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.4

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.56%+6.3%−1.4%+14.7%−0.7%−13.3%22.7%$8M3.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · SIMS 2017 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,638

SIMS

More Ways to See the Pairs

SIMS vs DFAC: Top 5 Holdings

Today

SIMS

18.5%in top 5

DFAC

in top 519.8%

SIMSStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.7%

not top 5NVDA4.4%

3.9%ADTnot top 5

3.8%VLTOnot top 5

Cost, Income and Risk

Fees: DFAC, SIMS, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAC0.21%$21

SIMS0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

SIMSMeasureDFAC

+6.3%Year to dateJan 1 → Nov 12+14.1%

−1.4%1 yearTotal return+15.4%

+14.7%3 years · per year$10,000 became $15,081 · $17,581+20.7%

−0.7%5 years · per year$10,000 became $9,638 · $16,580+10.6%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

0.56%Trailing 12-mo yield$56 · $88 a year on $10k0.88%

−13.3%Worst dropSmaller is better−8.5%

22.7%VolatilityLower is calmer13.1%

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

0–8DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.8%ALRMnot top 5

3.7%TTEKnot top 5

3.3%ITRInot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common1.7%

End-of-day Nov 12, 2026 · share of each fund

SIMS vs DFAC Returns, Every Period

5Y

SPDRSIMS

−0.7%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SIMSDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SIMS vs VTV

YTD

SPDRSIMS

+6.3%

VTVVanguard

+21.7%

+6.3%Year to date+21.7%

−13.3%Worst drop · 1Y−6.4%

22.7%Volatility · 1Y10.8%

0.6%Yield1.8%

$8.2MAssets$184B

4–0VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFAC, SIMS, IWF, VTV

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

DFAC0.88%$88

SIMS0.56%$56

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

SIMS$56 − $45 = $11

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, SIMS, IWF, VTV

Today

40.4%most shared, DFAC and IWF

DFACSIMSIWFVTV

DFAC—1.7%40.4%37.9%

SIMS1.7%—3.0%1.8%

IWF40.4%3.0%—12.1%

VTV37.9%1.8%12.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

IWFWorst drop−14.6%19.6% vol

SIMSWorst drop−13.3%22.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+21.7%Year to date+14.1%

1.8%Yield0.9%

+24.0%Past year+15.4%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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DFAC, SIMS, IWF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four