Compare · 3 funds side by side · dividends reinvested

DFAC, USMC and IWF

DFACDimensional×USMCPrincipal×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $7,934 · 2022USMC$17,961DFAC$16,525IWF$15,441Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,961USMC · best of the three
02 / 04

DFAC, USMC 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%$85.6B1.4
Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.77%+6.3%+6.0%+21.0%+12.4%−10.0%13.7%$4.7B1.8
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9
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 · USMC 2017 · IWF 2000
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Head to Head

5Y
Dimensional - US Core Equity 2 ETF · $85.6B$16,525
DFAC
USMC
Principal U.S. Mega-Cap ETF · $4.7B$17,961

$10,000 five years ago, dividends reinvested · they hold 33.9% in common

DFACMeasureUSMC
+11.4%Year to dateJan 1 → Nov 6+6.3%
+13.8%1 yearTotal return+6.0%
+21.0%3 years · per year$10,000 became $17,722 · $17,711+21.0%
+10.6%5 years · per year$10,000 became $16,525 · $17,961+12.4%
0.21%Expense ratio$21 · $12 a year on $10k · lower is better0.12%
0.90%Trailing 12-mo yield$90 · $77 a year on $10k0.77%
−8.5%Worst dropSmaller is better−10.0%
12.9%VolatilityLower is calmer13.7%
DFACUSMC Winner of the row, in its colourEach row: the bigger of the two fills its side
5–2DFAC wins
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

DFAC vs USMC: Top 5 Holdings

Today
20.4%in top 5
in top 532.5%
DFACStockUSMC
5.9%AAPL8.0%
4.8%NVDA7.0%
5.0%MSFT6.3%
not top 5MA5.6%
not top 5COST5.6%
2.7%AMZNnot top 5
1.9%METAnot top 5
Held in common33.9%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

DFAC vs USMC Returns, Every Period

5Y
DimensionalDFAC
+10.6%
5 years, per year
USMCPrincipal
+12.4%
5 years, per year
0%+10%+20%+30%+11.4%+6.3%YTD+13.8%+6.0%1 year+21.0%+21.0%3 yrs · yr+10.6%+12.4%5 yrs · yr
DFACUSMCFaded: behind in that period
2–1DFAC wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

DFAC vs USMC

YTD
DimensionalDFAC
+11.4%
USMCPrincipal
+6.3%
Jan 1Nov 6+11.4%+6.3%
+11.4%Year to date+6.3%
−8.5%Worst drop · 1Y−10.0%
12.9%Volatility · 1Y13.7%
0.9%Yield0.8%
$85.6BAssets$4.7B
4–0DFAC wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: DFAC, USMC, IWF

Today
0.12%lowest, USMC
FundExpense ratioFee$10k
USMC0.12%$12
IWF0.18%$18
DFAC0.21%$21
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: DFAC, USMC, IWF

1Y
0.90%highest, DFAC
FundTrailing yieldYield$10k
DFAC0.90%$90
USMC0.77%$77
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$69most kept, DFAC
DFAC$90 − $21 = $69
USMC$77 − $12 = $65
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: DFAC, USMC, IWF

Today
50.7%most shared, USMC and IWF
DFACUSMCIWF
DFAC—33.9%40.2%
USMC33.9%—50.7%
IWF40.2%50.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+13.8%DFAC, at 12.9% volatility
−10%0%+10%+20%5%10%15%20%25%Volatility · 1 year → bumpierDFAC +13.8%USMC +6.0%IWF −6.5%
DFACWorst drop−8.5%12.9% vol
USMCWorst drop−10.0%13.7% 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+11.4%+6.3%
+11.4%Year to date+6.3%
0.9%Yield0.8%
+13.8%Past year+6.0%
0.21%Fee0.12%
3–1DFAC wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

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$59.7B
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
@TheETFTracker·theetftracker.com