Compare · 4 funds side by side · dividends reinvested

DFAC, SSCP, VUG and IWF

DFACDimensional×SSCPSmart×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,869DFAC · best of the four

02 / 04

DFAC, SSCP, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.4%+18.1%+21.3%+11.0%−8.5%13.1%$85.6B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

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 9, 2026 · returns include dividends · since: DFAC 2005 · SSCP 2026 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWF

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

IWFMeasureVUG

−5.3%Year to dateJan 1 → Nov 9+4.2%

−6.5%1 yearTotal return+4.7%

+19.4%3 years · per year$10,000 became $17,022 · $18,569+22.9%

+9.1%5 years · per year$10,000 became $15,442 · $16,565+10.6%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.39%Trailing 12-mo yield$39 · $41 a year on $10k0.41%

−14.6%Worst dropSmaller is better−15.1%

19.4%VolatilityLower is calmer19.1%

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

1–7VUG wins

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

More Ways to See the Pairs

IWF vs VUG: Top 5 Holdings

Today

IWF

39.8%in top 5

VUG

in top 545.2%

IWFStockVUG

14.1%NVDA13.5%

9.0%AAPL12.5%

6.6%MSFT9.7%

5.5%GOOGL5.2%

4.5%AVGO4.3%

Held in common78.0%

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

IWF vs VUG Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

IWFVUGFaded: behind in that period

0–4VUG wins

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

IWF vs DFAC

YTD

iSharesIWF

−5.3%

DFACDimensional

+14.4%

−5.3%Year to date+14.4%

−14.6%Worst drop · 1Y−8.5%

19.4%Volatility · 1Y13.1%

0.4%Yield0.9%

$115BAssets$85.6B

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, SSCP, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$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, VUG, IWF

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

VUG0.41%$41

IWF0.39%$39

SSCP0.00%$0

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$39 − $18 = $21

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: DFAC, SSCP, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFACSSCPVUGIWF

DFAC—0.1%35.8%40.4%

SSCP0.1%—0.0%0.0%

VUG35.8%0.0%—78.0%

IWF40.4%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

+18.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.4% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

DFACVUG

+14.4%Year to date+4.2%

0.9%Yield0.4%

+18.1%Past year+4.7%

0.21%Fee0.03%

3–1DFAC 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$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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