Compare · 4 funds side by side · dividends reinvested

DFAC, USCL, IJR and IWF

DFACDimensional×USCLiShares×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, USCL, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.0

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.6B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · USCL 2023 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Climate Conscious & Transition MSCI USA ETF · $2.6B[…]

USCL

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 60.8% in common

USCLMeasureDFAC

+7.9%Year to dateJan 1 → Nov 9+14.1%

+9.7%1 yearTotal return+17.7%

+20.3%3 years · per year$10,000 became $17,395 · $17,787+21.2%

[…]5 years · per year$10,000 became […] · $16,820+11.0%

0.08%Expense ratio$8 · $21 a year on $10k · lower is better0.21%

1.06%Trailing 12-mo yield$106 · $88 a year on $10k0.88%

−10.3%Worst dropSmaller is better−8.5%

14.0%VolatilityLower is calmer13.1%

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

2–5DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USCL vs DFAC: Top 5 Holdings

Today

USCL

33.2%in top 5

DFAC

in top 520.4%

USCLStockDFAC

9.7%AAPL5.9%

8.3%NVDA4.9%

7.2%MSFT5.0%

4.8%AMZN2.7%

3.2%GOOGLnot top 5

not top 5META1.9%

Held in common60.8%

End-of-day Nov 9, 2026 · share of each fund

USCL vs DFAC Returns, Every Period

iSharesUSCL

+9.7%

past year

DFACDimensional

+17.7%

past year

USCLDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

USCL vs IJR

YTD

iSharesUSCL

+7.9%

IJRiShares

+18.9%

+7.9%Year to date+18.9%

−10.3%Worst drop · 1Y−9.7%

14.0%Volatility · 1Y16.4%

1.1%Yield1.2%

$2.6BAssets$104B

3–1IJR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USCL, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

USCL0.08%$8

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, USCL, IJR, IWF

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

USCL1.06%$106

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

USCL$106 − $8 = $98

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, USCL, IJR, IWF

Today

60.8%most shared, DFAC and USCL

DFACUSCLIJRIWF

DFAC—60.8%6.4%40.3%

USCL60.8%—0.0%58.9%

IJR6.4%0.0%—0.1%

IWF40.3%58.9%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

DFACWorst drop−8.5%13.1% vol

USCLWorst drop−10.3%14.0% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAC

+18.9%Year to date+14.1%

1.2%Yield0.9%

+22.8%Past year+17.7%

0.06%Fee0.21%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026