Compare · 3 funds side by side · dividends reinvested

DFAC, SPTM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,251SPTM · best of the three

02 / 04

DFAC, SPTM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+11.6%+14.0%+21.6%+11.5%−8.7%13.6%$13.7B1.5

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%$85.6B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

Rank among the three1st → 3rdFee, 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 · SPTM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7B$17,251

SPTM

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 74.2% in common

SPTMMeasureDFAC

+11.6%Year to dateJan 1 → Nov 9+14.1%

+14.0%1 yearTotal return+17.7%

+21.6%3 years · per year$10,000 became $17,985 · $17,787+21.2%

+11.5%5 years · per year$10,000 became $17,251 · $16,820+11.0%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

1.07%Trailing 12-mo yield$107 · $88 a year on $10k0.88%

−8.7%Worst dropSmaller is better−8.5%

13.6%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

SPTM vs DFAC: Top 5 Holdings

Today

SPTM

25.7%in top 5

DFAC

in top 520.4%

SPTMStockDFAC

7.3%AAPL5.9%

6.6%NVDA4.9%

5.7%MSFT5.0%

3.7%AMZN2.7%

2.4%GOOGLnot top 5

not top 5META1.9%

Held in common74.2%

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

SPTM vs DFAC Returns, Every Period

SPDRSPTM

+11.5%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SPTMDFACFaded: behind in that period

2–2Level

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

SPTM vs DFAC

YTD

SPDRSPTM

+11.6%

DFACDimensional

+14.1%

+11.6%Year to date+14.1%

−8.7%Worst drop · 1Y−8.5%

13.6%Volatility · 1Y13.1%

1.1%Yield0.9%

$13.7BAssets$85.6B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, SPTM, IWF

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

IWF0.18%$18

DFAC0.21%$21

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

Yields: DFAC, SPTM, IWF

1.07%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.07%$107

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, SPTM, IWF

Today

74.2%most shared, DFAC and SPTM

DFACSPTMIWF

DFAC—74.2%40.3%

SPTM74.2%—53.1%

IWF40.3%53.1%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SPTMWorst drop−8.7%13.6% 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

SPTMDFAC

+11.6%Year to date+14.1%

1.1%Yield0.9%

+14.0%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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