Compare · 4 funds side by side · dividends reinvested

DFAC, STAX, IWF and VUG

DFACDimensional×STAXNomura×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, STAX, 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%$89.2B1.8

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.0%[…][…]−2.7%1.8%$11M1.8

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%$121B3.4

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 · STAX 2023 · 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

STAX

Nomura Tax-Free USA Short Term ETF · $11M[…]

$10,000 five years ago, dividends reinvested

DFACMeasureSTAX

+11.2%Year to dateJan 1 → Nov 5+1.5%

+14.3%1 yearTotal return+2.0%

+21.2%3 years · per year$10,000 became $17,812 · […][…]

+10.6%5 years · per year$10,000 became $16,526 · […][…]

0.21%Expense ratio$21 · $29 a year on $10k · lower is better0.29%

0.90%Trailing 12-mo yield$90 · $320 a year on $10k3.20%

−8.5%Worst dropSmaller is better−2.7%

12.9%VolatilityLower is calmer1.8%

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

3–3Level

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 STAX: Top 5 Holdings

Today

DFAC

20.5%in top 5

STAX

in top 5[…]

DFACStockSTAX

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

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

DFAC vs STAX Returns, Every Period

DimensionalDFAC

+14.3%

past year

STAXNomura

+2.0%

past year

DFACSTAXFaded: behind in that period

2–0DFAC wins

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

DFAC vs STAX

YTD

DimensionalDFAC

+11.2%

STAXNomura

+1.5%

+11.2%Year to date+1.5%

−8.5%Worst drop · 1Y−2.7%

12.9%Volatility · 1Y1.8%

0.9%Yield3.2%

$89.2BAssets$11.3M

3–1STAX wins

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

Cost, Income and Risk

Fees: DFAC, STAX, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

STAX0.29%$29

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

Yields: DFAC, STAX, IWF, VUG

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

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

$291most kept, STAX

STAX$320 − $29 = $291

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, STAX, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFACSTAXIWFVUG

DFAC—[…]40.8%36.2%

STAX[…]—[…][…]

IWF40.8%[…]—78.0%

VUG36.2%[…]78.0%—

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

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

STAXWorst drop−2.7%1.8% 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

STAXDFAC

+1.5%Year to date+11.2%

3.2%Yield0.9%

+2.0%Past year+14.3%

0.29%Fee0.21%

3–1DFAC 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