Compare · 4 funds side by side · dividends reinvested

DFAC, SIZE, VO and IWF

DFACDimensional×SIZEiShares×VOVanguard×IWFiShares×

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

02 / 04

DFAC, SIZE, VO 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%$85.7B2.0

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+10.6%+12.4%+18.0%+7.1%−8.0%13.2%$426M2.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.4

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 · SIZE 2013 · VO 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

SIZE

iShares MSCI USA Size Factor ETF · $426M$14,104

$10,000 five years ago, dividends reinvested · they hold 42.8% in common

DFACMeasureSIZE

+11.4%Year to dateJan 1 → Nov 6+10.6%

+13.8%1 yearTotal return+12.4%

+21.0%3 years · per year$10,000 became $17,722 · $16,431+18.0%

+10.6%5 years · per year$10,000 became $16,525 · $14,104+7.1%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.90%Trailing 12-mo yield$90 · $139 a year on $10k1.39%

−8.5%Worst dropSmaller is better−8.0%

12.9%VolatilityLower is calmer13.2%

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

5–3DFAC 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 SIZE: Top 5 Holdings

Today

DFAC

20.4%in top 5

SIZE

in top 52.0%

DFACStockSIZE

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5SN0.4%

not top 5TEAM0.4%

not top 5KMB0.4%

not top 5OKTA0.4%

not top 5VMRK0.4%

Held in common42.8%

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

DFAC vs SIZE Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SIZEiShares

+7.1%

5 years, per year

DFACSIZEFaded: behind in that period

4–0DFAC wins

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

DFAC vs SIZE

YTD

DimensionalDFAC

+11.4%

SIZEiShares

+10.6%

+11.4%Year to date+10.6%

−8.5%Worst drop · 1Y−8.0%

12.9%Volatility · 1Y13.2%

0.9%Yield1.4%

$85.7BAssets$426M

2–2level

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

Cost, Income and Risk

Fees: DFAC, SIZE, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SIZE0.15%$15

IWF0.18%$18

DFAC0.21%$21

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

Yields: DFAC, SIZE, VO, IWF

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

VO1.39%$139

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SIZE$139 − $15 = $124

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, SIZE, VO, IWF

Today

49.3%most shared, SIZE and VO

DFACSIZEVOIWF

DFAC—42.8%19.7%40.2%

SIZE42.8%—49.3%20.7%

VO19.7%49.3%—9.2%

IWF40.2%20.7%9.2%—

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

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SIZEWorst drop−8.0%13.2% 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

SIZEDFAC

+10.6%Year to date+11.4%

1.4%Yield0.9%

+12.4%Past year+13.8%

0.15%Fee0.21%

2–2level

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