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$17,865VTV · 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%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

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%$87.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$13M4.0

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

End-of-day Nov 9, 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 · $87.7B$16,820

DFAC

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested · they hold 37.8% in common

DFACMeasureVTV

+14.1%Year to dateJan 1 → Nov 9+20.9%

+17.7%1 yearTotal return+25.4%

+21.2%3 years · per year$10,000 became $17,787 · $17,700+21.0%

+11.0%5 years · per year$10,000 became $16,820 · $17,865+12.3%

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

0.88%Trailing 12-mo yield$88 · $183 a year on $10k1.83%

−8.5%Worst dropSmaller is better−6.4%

13.1%VolatilityLower is calmer10.8%

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

1–7VTV wins

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

More Ways to See the Pairs

DFAC vs VTV: Top 5 Holdings

Today

DFAC

20.4%in top 5

VTV

in top 515.8%

DFACStockVTV

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

2.7%AMZNnot top 5

not top 5XOM2.6%

not top 5JNJ2.4%

1.9%METAnot top 5

Held in common37.8%

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

DFAC vs VTV Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

DFACVTVFaded: behind in that period

1–3VTV wins

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

DFAC vs VTV

YTD

DimensionalDFAC

+14.1%

VTVVanguard

+20.9%

+14.1%Year to date+20.9%

−8.5%Worst drop · 1Y−6.4%

13.1%Volatility · 1Y10.8%

0.9%Yield1.8%

$87.7BAssets$184B

4–0VTV wins

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

Yields: DFAC, SSCP, IWF, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAC0.88%$88

IWF0.38%$38

SSCP0.00%$0

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: DFAC, SSCP, IWF, VTV

Today

40.3%most shared, DFAC and IWF

DFACSSCPIWFVTV

DFAC—0.1%40.3%37.8%

SSCP0.1%—0.0%0.0%

IWF40.3%0.0%—11.8%

VTV37.8%0.0%11.8%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

IWFWorst drop−14.6%19.5% vol

SSCPWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+20.9%Year to date+14.1%

1.8%Yield0.9%

+25.4%Past year+17.7%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026