Compare · 4 funds side by side · dividends reinvested

DFAC, SPHB, VUG and IWF

DFACDimensional×SPHBInvesco×VUGVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,758SPHB · best of the four

Story of the four · IncomeMost incomeDFAC · 0.87% · $87 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SPHB, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B1.9

Invesco S&P 500 High Beta ETFUS Stock Styles · Large cap0.25%0.55%+18.6%+21.5%+27.9%+12.2%−20.2%30.3%$802M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · SPHB 2011 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

DFAC

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DFAC vs SPHB: Top 5 Holdings

Today

DFAC

19.9%in top 5

SPHB

in top 510.7%

DFACStockSPHB

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

not top 5MRNA3.9%

2.8%AMZNnot top 5

Cost, Income and Risk

Fees: DFAC, SPHB, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

SPHB0.25%$25

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPHB

Invesco S&P 500 High Beta ETF · $802M$17,758

$10,000 five years ago, dividends reinvested · they hold 15.3% in common

DFACMeasureSPHB

+14.9%Year to dateJan 1 → Nov 11+18.6%

+16.5%1 yearTotal return+21.5%

+21.0%3 years · per year$10,000 became $17,728 · $20,937+27.9%

+10.9%5 years · per year$10,000 became $16,748 · $17,758+12.2%

0.21%Expense ratio$21 · $25 a year on $10k · lower is better0.25%

0.87%Trailing 12-mo yield$87 · $55 a year on $10k0.55%

−8.5%Worst dropSmaller is better−20.2%

13.0%VolatilityLower is calmer30.3%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%METAnot top 5

not top 5AMD2.0%

not top 5APP1.6%

not top 5SNDK1.6%

not top 5COIN1.6%

Held in common15.3%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs SPHB Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

SPHBInvesco

+12.2%

5 years, per year

DFACSPHBFaded: behind in that period

0–4SPHB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs SPHB

YTD

DimensionalDFAC

+14.9%

SPHBInvesco

+18.6%

+14.9%Year to date+18.6%

−8.5%Worst drop · 1Y−20.2%

13.0%Volatility · 1Y30.3%

0.9%Yield0.5%

$88.3BAssets$802M

3–1DFAC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAC, SPHB, VUG, IWF

1Y

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

SPHB0.55%$55

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$41 − $3 = $38

SPHB$55 − $25 = $30

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPHB, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFACSPHBVUGIWF

DFAC—15.3%35.6%40.2%

SPHB15.3%—22.8%23.2%

VUG35.6%22.8%—78.0%

IWF40.2%23.2%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.5%SPHB, at 30.3% volatility

DFACWorst drop−8.5%13.0% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

SPHBWorst drop−20.2%30.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFACSPHB

+14.9%Year to date+18.6%

0.9%Yield0.5%

+16.5%Past year+21.5%

0.21%Fee0.25%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAC, SPHB, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four