Compare · 4 funds side by side · dividends reinvested

DFAC, SMLF, IWF and VUG

DFACDimensional×SMLFiShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, SMLF, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · SMLF 2015 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

DFACMeasureIWF

+14.1%Year to dateJan 1 → Nov 9−2.5%

+17.7%1 yearTotal return−2.2%

+21.2%3 years · per year$10,000 became $17,787 · $17,207+19.8%

+11.0%5 years · per year$10,000 became $16,820 · $15,892+9.7%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.88%Trailing 12-mo yield$88 · $38 a year on $10k0.38%

−8.5%Worst dropSmaller is better−14.6%

13.1%VolatilityLower is calmer19.5%

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

7–1DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

20.4%in top 5

IWF

in top 539.7%

DFACStockIWF

4.9%NVDA14.3%

5.9%AAPL8.8%

5.0%MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common40.3%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs IWF Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

IWFiShares

+9.7%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs SMLF

YTD

DimensionalDFAC

+14.1%

SMLFiShares

+16.0%

+14.1%Year to date+16.0%

−8.5%Worst drop · 1Y−8.7%

13.1%Volatility · 1Y17.5%

0.9%Yield1.0%

$85.6BAssets$4.2B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SMLF, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMLF0.15%$15

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, SMLF, IWF, VUG

0.98%highest, SMLF

FundTrailing yieldYield$10k

SMLF0.98%$98

DFAC0.88%$88

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SMLF, IWF, VUG

Today

78.1%most shared, IWF and VUG

DFACSMLFIWFVUG

DFAC—14.9%40.3%35.8%

SMLF14.9%—2.9%0.3%

IWF40.3%2.9%—78.1%

VUG35.8%0.3%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.5%SMLF, at 17.5% volatility

DFACWorst drop−8.5%13.1% vol

SMLFWorst drop−8.7%17.5% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMLFDFAC

+16.0%Year to date+14.1%

1.0%Yield0.9%

+19.5%Past year+17.7%

0.15%Fee0.21%

4–0SMLF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026