Compare · 3 funds side by side · dividends reinvested

DFAC, SSPY and IWF

DFACDimensional×SSPYStratified×IWFiShares×

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

02 / 04

DFAC, SSPY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.19%+15.9%+19.9%+18.3%+9.1%−7.3%11.2%$135M1.6

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%$85.7B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

DFACMeasureIWF

+11.2%Year to dateJan 1 → Nov 5−6.5%

+14.3%1 yearTotal return−7.6%

+21.2%3 years · per year$10,000 became $17,812 · $17,073+19.5%

+10.6%5 years · per year$10,000 became $16,526 · $15,330+8.9%

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 calmer19.3%

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

7–1DFAC 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 IWF: Top 5 Holdings

Today

DFAC

20.5%in top 5

IWF

in top 539.6%

DFACStockIWF

5.1%NVDA14.6%

5.8%AAPL8.5%

5.0%MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common40.8%

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

DFAC vs IWF Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IWFiShares

+8.9%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

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%

$85.7BAssets$135M

4–0SSPY wins

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

Cost, Income and Risk

Fees: DFAC, SSPY, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

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

1.19%highest, SSPY

FundTrailing yieldYield$10k

SSPY1.19%$119

DFAC0.90%$90

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

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, SSPY, IWF

Today

42.6%most shared, DFAC and SSPY

DFACSSPYIWF

DFAC—42.6%40.8%

SSPY42.6%—18.1%

IWF40.8%18.1%—

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

Return vs Bumpiness: 3 ETFs

+19.9%SSPY, at 11.2% volatility

SSPYWorst drop−7.3%11.2% vol

DFACWorst drop−8.5%12.9% 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 Three

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026