Compare · 4 funds side by side · dividends reinvested

DFAC, SVAL, VTV and IWF

DFACDimensional×SVALiShares×VTVVanguard×IWFiShares×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SVAL, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M2.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · SVAL 2020 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

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DFAC vs IWF: Top 5 Holdings

Today

DFAC

19.9%in top 5

IWF

in top 538.3%

DFACStockIWF

4.4%NVDA12.7%

5.9%AAPL8.8%

4.9%MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: DFAC, SVAL, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

DFACMeasureIWF

+14.9%Year to dateJan 1 → Nov 11−1.2%

+16.5%1 yearTotal return−2.8%

+21.0%3 years · per year$10,000 became $17,728 · $17,180+19.8%

+10.9%5 years · per year$10,000 became $16,748 · $15,927+9.8%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.87%Trailing 12-mo yield$87 · $37 a year on $10k0.37%

−8.5%Worst dropSmaller is better−14.6%

13.0%VolatilityLower is calmer19.6%

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

7–1DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

2.8%AMZNnot top 5

2.0%METAnot top 5

Held in common40.2%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs IWF Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

IWFiShares

+9.8%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs SVAL

YTD

DimensionalDFAC

+14.9%

SVALiShares

+25.9%

+14.9%Year to date+25.9%

−8.5%Worst drop · 1Y−9.0%

13.0%Volatility · 1Y15.5%

0.9%Yield2.2%

$87.4BAssets$161M

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAC, SVAL, VTV, IWF

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VTV1.81%$181

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VTV$181 − $3 = $178

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, SVAL, VTV, IWF

Today

40.2%most shared, DFAC and IWF

DFACSVALVTVIWF

DFAC—1.8%37.9%40.2%

SVAL1.8%—0.0%0.0%

VTV37.9%0.0%—11.9%

IWF40.2%0.0%11.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

SVALWorst drop−9.0%15.5% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTV

+25.9%Year to date+22.3%

2.2%Yield1.8%

+30.9%Past year+25.5%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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DFAC, SVAL, VTV and IWF

Head to Head

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Cost, Income and Risk

Popular Pairs Near These Four