Compare · 4 funds side by side · dividends reinvested

DFAC, SSPY, IWF and VUG

DFACDimensional×SSPYStratified×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

DFAC, SSPY, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B2.0

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.19%+15.9%+19.9%+18.3%+9.1%−7.3%11.2%$132M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · SSPY 2019 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

SSPY

Stratified LargeCap Index ETF · $132M$15,465

$10,000 five years ago, dividends reinvested · they hold 42.8% in common

DFACMeasureSSPY

+11.2%Year to dateJan 1 → Nov 5+15.9%

+14.3%1 yearTotal return+19.9%

+21.2%3 years · per year$10,000 became $17,812 · $16,547+18.3%

+10.6%5 years · per year$10,000 became $16,526 · $15,465+9.1%

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

0.90%Trailing 12-mo yield$90 · $119 a year on $10k1.19%

−8.5%Worst dropSmaller is better−7.3%

12.9%VolatilityLower is calmer11.2%

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

3–5SSPY wins

End-of-day Nov 5, 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

20.5%in top 5

SSPY

in top 55.0%

DFACStockSSPY

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFT1.1%

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5IBM1.0%

not top 5COF1.0%

not top 5SYF1.0%

not top 5WMT0.9%

Held in common42.8%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs SSPY Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SSPYStratified

+9.1%

5 years, per year

DFACSSPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs SSPY

YTD

DimensionalDFAC

+11.2%

SSPYStratified

+15.9%

+11.2%Year to date+15.9%

−8.5%Worst drop · 1Y−7.3%

12.9%Volatility · 1Y11.2%

0.9%Yield1.2%

$89.2BAssets$132M

4–0SSPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SSPY, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

SSPY0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, SSPY, IWF, VUG

1.19%highest, SSPY

FundTrailing yieldYield$10k

SSPY1.19%$119

DFAC0.90%$90

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, SSPY

SSPY$119 − $45 = $74

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, SSPY, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACSSPYIWFVUG

DFAC—42.8%40.8%36.2%

SSPY42.8%—18.3%16.7%

IWF40.8%18.3%—78.0%

VUG36.2%16.7%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.9%SSPY, at 11.2% volatility

SSPYWorst drop−7.3%11.2% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SSPYDFAC

+15.9%Year to date+11.2%

1.2%Yield0.9%

+19.9%Past year+14.3%

0.45%Fee0.21%

3–1SSPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026