Compare · 4 funds side by side · dividends reinvested

DFAC, SMLL, IWF and VUG

DFACDimensional×SMLLHarbor×IWFiShares×VUGVanguard×

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, SMLL, IWF and VUG, 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%$85.6B1.6

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$13M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

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 · SMLL 2024 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Active Small Cap ETF (SMLL) · $13M[…]

SMLL

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

SMLLMeasureDFAC

+12.3%Year to dateJan 1 → Nov 6+11.4%

+10.7%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.80%Expense ratio$80 · $21 a year on $10k · lower is better0.21%

2.11%Trailing 12-mo yield$211 · $90 a year on $10k0.90%

−12.1%Worst dropSmaller is better−8.5%

17.5%VolatilityLower is calmer12.9%

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

2–4DFAC wins

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

More Ways to See the Pairs

SMLL vs DFAC: Top 5 Holdings

Today

SMLL

22.9%in top 5

DFAC

in top 520.4%

SMLLStockDFAC

not top 5AAPL5.9%

5.8%POOLnot top 5

5.7%MORNnot top 5

not top 5MSFT5.0%

not top 5NVDA4.8%

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common1.0%

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

SMLL vs DFAC Returns, Every Period

HarborSMLL

+10.7%

past year

DFACDimensional

+13.8%

past year

SMLLDFACFaded: behind in that period

1–1Level

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

SMLL vs DFAC

YTD

HarborSMLL

+12.3%

DFACDimensional

+11.4%

+12.3%Year to date+11.4%

−12.1%Worst drop · 1Y−8.5%

17.5%Volatility · 1Y12.9%

2.1%Yield0.9%

$13.4MAssets$85.6B

2–2level

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

Cost, Income and Risk

Fees: DFAC, SMLL, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

SMLL0.80%$80

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

Yields: DFAC, SMLL, IWF, VUG

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

DFAC0.90%$90

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, SMLL, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACSMLLIWFVUG

DFAC—1.0%40.2%35.7%

SMLL1.0%—0.1%0.0%

IWF40.2%0.1%—78.0%

VUG35.7%0.0%78.0%—

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

DFACWorst drop−8.5%12.9% vol

SMLLWorst drop−12.1%17.5% vol

VUGWorst drop−15.1%19.0% 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

SMLLDFAC

+12.3%Year to date+11.4%

2.1%Yield0.9%

+10.7%Past year+13.8%

0.80%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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026