Compare · 3 funds side by side · dividends reinvested

DFAC, SVAL and IWF

DFACDimensional×SVALiShares×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,102 · 2022DFAC$16,525IWF$15,441SVAL$14,844Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three
02 / 04

DFAC, SVAL and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.6
iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$159M1.8
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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 6, 2026 · returns include dividends · since: DFAC 2005 · SVAL 2020 · IWF 2000
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Head to Head

5Y
iShares US Small Cap Value Factor ETF · $159M$14,844
SVAL
DFAC
Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

SVALMeasureDFAC
+22.4%Year to dateJan 1 → Nov 6+11.4%
+27.6%1 yearTotal return+13.8%
+20.1%3 years · per year$10,000 became $17,331 · $17,722+21.0%
+8.2%5 years · per year$10,000 became $14,844 · $16,525+10.6%
0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%
2.25%Trailing 12-mo yield$225 · $90 a year on $10k0.90%
−9.0%Worst dropSmaller is better−8.5%
15.4%VolatilityLower is calmer12.9%
SVALDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SVAL vs DFAC: Top 5 Holdings

Today
SVAL
4.2%in top 5
in top 520.4%
SVALStockDFAC
not top 5AAPL5.9%
not top 5MSFT5.0%
not top 5NVDA4.8%
not top 5AMZN2.7%
not top 5META1.9%
0.9%AMNnot top 5
0.9%CBRLnot top 5
0.9%MGNInot top 5
0.8%NSITnot top 5
0.8%FIVNnot top 5
Held in common1.8%
End-of-day Nov 6, 2026 · share of each fund
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SVAL vs DFAC Returns, Every Period

5Y
iSharesSVAL
+8.2%
5 years, per year
DFACDimensional
+10.6%
5 years, per year
0%+10%+20%+30%+22.4%+11.4%YTD+27.6%+13.8%1 year+20.1%+21.0%3 yrs · yr+8.2%+10.6%5 yrs · yr
SVALDFACFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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SVAL vs DFAC

YTD
iSharesSVAL
+22.4%
DFACDimensional
+11.4%
Jan 1Nov 6+22.4%+11.4%
+22.4%Year to date+11.4%
−9.0%Worst drop · 1Y−8.5%
15.4%Volatility · 1Y12.9%
2.2%Yield0.9%
$159MAssets$85.7B
2–2level
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
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Cost, Income and Risk

Fees: DFAC, SVAL, IWF

Today
0.18%lowest, IWF
FundExpense ratioFee$10k
IWF0.18%$18
SVAL0.20%$20
DFAC0.21%$21
End-of-day Nov 6, 2026 · fee on $10,000 a year
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Yields: DFAC, SVAL, IWF

1Y
2.25%highest, SVAL
FundTrailing yieldYield$10k
SVAL2.25%$225
DFAC0.90%$90
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$205most kept, SVAL
SVAL$225 − $20 = $205
DFAC$90 − $21 = $69
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
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Overlap: DFAC, SVAL, IWF

Today
40.2%most shared, DFAC and IWF
DFACSVALIWF
DFAC—1.8%40.2%
SVAL1.8%—0.0%
IWF40.2%0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
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Return vs Bumpiness: 3 ETFs

1Y
+27.6%SVAL, at 15.4% volatility
−10%0%+10%+20%+30%+40%5%10%15%20%25%Volatility · 1 year → bumpierSVAL +27.6%DFAC +13.8%IWF −6.5%
DFACWorst drop−8.5%12.9% vol
SVALWorst drop−9.0%15.4% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+22.4%+11.4%
+22.4%Year to date+11.4%
2.2%Yield0.9%
+27.6%Past year+13.8%
0.20%Fee0.21%
4–0SVAL wins
End-of-day Nov 6, 2026
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Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
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