Compare · 4 funds side by side · dividends reinvested

DFAC, SMMD, IWF and VO

DFACDimensional×SMMDiShares×IWFiShares×VOVanguard×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,102 · 2022DFAC$16,525IWF$15,441SMMD$13,594VO$13,590Oct 2021Nov 2026Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four
02 / 04

DFAC, SMMD, IWF and VO, 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
Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3
iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B2.4
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 · SMMD 2017 · IWF 2000 · VO 2004
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Head to Head

5Y
Dimensional - US Core Equity 2 ETF · $85.7B$16,525
DFAC
SMMD
iShares Russell 2500 ETF · $4.1B$13,594

$10,000 five years ago, dividends reinvested · they hold 22.2% in common

DFACMeasureSMMD
+11.4%Year to dateJan 1 → Nov 6+14.5%
+13.8%1 yearTotal return+16.9%
+21.0%3 years · per year$10,000 became $17,722 · $17,204+19.8%
+10.6%5 years · per year$10,000 became $16,525 · $13,594+6.3%
0.21%Expense ratio$21 · $23 a year on $10k · lower is better0.23%
0.90%Trailing 12-mo yield$90 · $117 a year on $10k1.17%
−8.5%Worst dropSmaller is better−9.7%
12.9%VolatilityLower is calmer17.0%
DFACSMMD 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
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More Ways to See the Pairs

DFAC vs SMMD: Top 5 Holdings

Today
20.4%in top 5
SMMD
in top 51.6%
DFACStockSMMD
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 5USFD0.3%
not top 5THC0.3%
not top 5ATI0.3%
not top 5RGLD0.3%
not top 5VTRS0.3%
Held in common22.2%
End-of-day Nov 6, 2026 · share of each fund
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DFAC vs SMMD Returns, Every Period

5Y
DimensionalDFAC
+10.6%
5 years, per year
SMMDiShares
+6.3%
5 years, per year
0%+10%+20%+30%+11.4%+14.5%YTD+13.8%+16.9%1 year+21.0%+19.8%3 yrs · yr+10.6%+6.3%5 yrs · yr
DFACSMMDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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DFAC vs VO

YTD
DimensionalDFAC
+11.4%
VOVanguard
+10.6%
Jan 1Nov 6+11.4%+10.6%
+11.4%Year to date+10.6%
−8.5%Worst drop · 1Y−8.2%
12.9%Volatility · 1Y12.9%
0.9%Yield1.4%
$85.7BAssets$103B
2–1VO wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
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Cost, Income and Risk

Fees: DFAC, SMMD, IWF, VO

Today
0.03%lowest, VO
FundExpense ratioFee$10k
VO0.03%$3
IWF0.18%$18
DFAC0.21%$21
SMMD0.23%$23
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: DFAC, SMMD, IWF, VO

1Y
1.39%highest, VO
FundTrailing yieldYield$10k
VO1.39%$139
SMMD1.17%$117
DFAC0.90%$90
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$136most kept, VO
VO$139 − $3 = $136
SMMD$117 − $23 = $94
DFAC$90 − $21 = $69
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
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Overlap: DFAC, SMMD, IWF, VO

Today
40.2%most shared, DFAC and IWF
DFACSMMDIWFVO
DFAC—22.2%40.2%19.7%
SMMD22.2%—2.4%0.4%
IWF40.2%2.4%—9.2%
VO19.7%0.4%9.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
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Return vs Bumpiness: 4 ETFs

1Y
+16.9%SMMD, at 17.0% volatility
−10%0%+10%+20%5%10%15%20%25%Volatility · 1 year → bumpierSMMD +16.9%DFAC +13.8%VO +11.6%IWF −6.5%
VOWorst drop−8.2%12.9% vol
DFACWorst drop−8.5%12.9% vol
SMMDWorst drop−9.7%17.0% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
VOSMMD
Jan 1Nov 6+10.6%+14.5%
+10.6%Year to date+14.5%
1.4%Yield1.2%
+11.6%Past year+16.9%
0.03%Fee0.23%
2–2level
End-of-day Nov 6, 2026
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Popular Pairs Near These Four

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+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
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
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