Compare · 4 funds side by side · dividends reinvested

DFAC, SSCP, IWF and VTV

DFACDimensional×SSCPSmart×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

DFAC, SSCP, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

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%$85.6B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M4.0

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 · SSCP 2026 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

DFACMeasureIWF

+11.4%Year to dateJan 1 → Nov 6−5.3%

+13.8%1 yearTotal return−6.5%

+21.0%3 years · per year$10,000 became $17,722 · $17,022+19.4%

+10.6%5 years · per year$10,000 became $16,525 · $15,442+9.1%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.90%Trailing 12-mo yield$90 · $39 a year on $10k0.39%

−8.5%Worst dropSmaller is better−14.6%

12.9%VolatilityLower is calmer19.4%

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

7–1DFAC wins

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

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

20.4%in top 5

IWF

in top 539.8%

DFACStockIWF

4.8%NVDA14.1%

5.9%AAPL9.0%

5.0%MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common40.2%

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

DFAC vs IWF Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IWFiShares

+9.1%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

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

DFAC vs VTV

YTD

DimensionalDFAC

+11.4%

VTVVanguard

+18.5%

+11.4%Year to date+18.5%

−8.5%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y10.7%

0.9%Yield1.9%

$85.6BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFAC, SSCP, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

DFAC0.21%$21

SSCP0.79%$79

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

Yields: DFAC, SSCP, IWF, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

DFAC0.90%$90

IWF0.39%$39

SSCP0.00%$0

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: DFAC, SSCP, IWF, VTV

Today

40.2%most shared, DFAC and IWF

DFACSSCPIWFVTV

DFAC—0.1%40.2%38.0%

SSCP0.1%—0.0%0.0%

IWF40.2%0.0%—11.8%

VTV38.0%0.0%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.4% vol

SSCPWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+18.5%Year to date+11.4%

1.9%Yield0.9%

+22.9%Past year+13.8%

0.03%Fee0.21%

4–0VTV wins

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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