Compare · 4 funds side by side · dividends reinvested

DFAC, SSPY, IWF and VO

DFACDimensional×SSPYStratified×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, SSPY, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$87.7B2.1

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.18%+17.7%+21.8%+18.0%+9.3%−7.3%11.3%$131M2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.3

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 · SSPY 2019 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

SSPY

Stratified LargeCap Index ETF · $131M$15,605

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

DFACMeasureSSPY

+14.1%Year to dateJan 1 → Nov 9+17.7%

+17.7%1 yearTotal return+21.8%

+21.2%3 years · per year$10,000 became $17,787 · $16,429+18.0%

+11.0%5 years · per year$10,000 became $16,820 · $15,605+9.3%

0.21%Expense ratio$21 · $45 a year on $10k · lower is better0.45%

0.88%Trailing 12-mo yield$88 · $118 a year on $10k1.18%

−8.5%Worst dropSmaller is better−7.3%

13.1%VolatilityLower is calmer11.3%

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

3–5SSPY 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 SSPY: Top 5 Holdings

Today

DFAC

20.4%in top 5

SSPY

in top 55.0%

DFACStockSSPY

5.9%AAPLnot top 5

5.0%MSFT1.1%

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5IBM1.0%

not top 5SYF1.0%

not top 5COF1.0%

not top 5WMT0.9%

Held in common42.6%

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

DFAC vs SSPY Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

SSPYStratified

+9.3%

5 years, per year

DFACSSPYFaded: behind in that period

2–2Level

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

DFAC vs VO

YTD

DimensionalDFAC

+14.1%

VOVanguard

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.2%

13.1%Volatility · 1Y13.1%

0.9%Yield1.4%

$87.7BAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: DFAC, SSPY, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

SSPY0.45%$45

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

Yields: DFAC, SSPY, IWF, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SSPY1.18%$118

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SSPY$118 − $45 = $73

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAC, SSPY, IWF, VO

Today

42.6%most shared, DFAC and SSPY

DFACSSPYIWFVO

DFAC—42.6%40.3%19.6%

SSPY42.6%—18.0%37.8%

IWF40.3%18.0%—9.2%

VO19.6%37.8%9.2%—

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

Return vs Bumpiness: 4 ETFs

+21.8%SSPY, at 11.3% volatility

SSPYWorst drop−7.3%11.3% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% 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

VOSSPY

+13.6%Year to date+17.7%

1.4%Yield1.2%

+15.6%Past year+21.8%

0.03%Fee0.45%

2–2level

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

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

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