Compare · 4 funds side by side · dividends reinvested

DFAC, SPTM, IWF and VO

DFACDimensional×SPTMSPDR×IWFiShares×VOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,210SPTM · best of the four

Story of the four · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SPTM, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.0

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%$87.4B2.1

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+12.6%+13.1%+21.5%+11.5%−8.7%13.6%$14.0B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.6

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 · SPTM 2000 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

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DFAC vs SPTM: Top 5 Holdings

Today

DFAC

19.9%in top 5

SPTM

in top 524.9%

DFACStockSPTM

5.9%AAPL7.2%

4.4%NVDA5.8%

4.9%MSFT5.6%

2.8%AMZN3.8%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAC, SPTM, IWF, VO

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

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%

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B$17,210

$10,000 five years ago, dividends reinvested · they hold 74.1% in common

DFACMeasureSPTM

+14.9%Year to dateJan 1 → Nov 11+12.6%

+16.5%1 yearTotal return+13.1%

+21.0%3 years · per year$10,000 became $17,728 · $17,941+21.5%

+10.9%5 years · per year$10,000 became $16,748 · $17,210+11.5%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.87%Trailing 12-mo yield$87 · $107 a year on $10k1.07%

−8.5%Worst dropSmaller is better−8.7%

13.0%VolatilityLower is calmer13.6%

DFACSPTM 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

2.4%

2.0%METAnot top 5

Held in common74.1%

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

DFAC vs SPTM Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

SPTMSPDR

+11.5%

5 years, per year

DFACSPTMFaded: behind in that period

2–2Level

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

DFAC vs VO

YTD

DimensionalDFAC

+14.9%

VOVanguard

+15.0%

+14.9%Year to date+15.0%

−8.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y13.1%

0.9%Yield1.3%

$87.4BAssets$103B

3–1VO wins

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

Yields: DFAC, SPTM, IWF, VO

1Y

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

SPTM1.07%$107

DFAC0.87%$87

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

SPTM$107 − $3 = $104

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAC, SPTM, IWF, VO

Today

74.1%most shared, DFAC and SPTM

DFACSPTMIWFVO

DFAC—74.1%40.2%19.7%

SPTM74.1%—53.0%14.9%

IWF40.2%53.0%—9.4%

VO19.7%14.9%9.4%—

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

Return vs Bumpiness: 4 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.1% vol

SPTMWorst drop−8.7%13.6% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

VODFAC

+15.0%Year to date+14.9%

1.3%Yield0.9%

+15.0%Past year+16.5%

0.03%Fee0.21%

3–1VO wins

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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAC, SPTM, IWF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four