Compare · 3 funds side by side · dividends reinvested

DFAC, USMC and IWF

DFACDimensional×USMCPrincipal×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,651USMC · best of the three

Story of the three · IncomeMost incomeDFAC · 0.87% · $87 a year on $10k

Story of the three · RiskSmallest drop

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%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B1.5

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.74%+10.7%+9.9%+21.5%+13.3%−10.0%13.8%$4.9B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · USMC 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal U.S. Mega-Cap ETF · $4.9B$18,651

USMC

DFAC

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

$10,000 five years ago, dividends reinvested · they hold 33.6% in common

USMC

More Ways to See the Pairs

USMC vs DFAC: Top 5 Holdings

Today

USMC

31.2%in top 5

DFAC

in top 519.9%

USMCStockDFAC

7.9%AAPL5.9%

6.3%NVDA4.4%

6.1%MSFT4.9%

5.5%MAnot top 5

5.5%COST

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 11, 2026 · fee on $10,000 a year

Yields: DFAC, USMC, IWF

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DFAC

+10.7%Year to dateJan 1 → Nov 11+14.9%

+9.9%1 yearTotal return+16.5%

+21.5%3 years · per year$10,000 became $17,933 · $17,728+21.0%

+13.3%5 years · per year$10,000 became $18,651 · $16,748+10.9%

0.12%Expense ratio$12 · $21 a year on $10k · lower is better0.21%

0.74%Trailing 12-mo yield$74 · $87 a year on $10k0.87%

−10.0%Worst dropSmaller is better−8.5%

13.8%VolatilityLower is calmer13.0%

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

3–5DFAC wins

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

not top 5

not top 5AMZN2.8%

not top 5META2.0%

Held in common33.6%

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

USMC vs DFAC Returns, Every Period

5Y

PrincipalUSMC

+13.3%

5 years, per year

DFACDimensional

+10.9%

5 years, per year

USMCDFACFaded: behind in that period

2–2Level

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

USMC vs DFAC

YTD

PrincipalUSMC

+10.7%

DFACDimensional

+14.9%

+10.7%Year to date+14.9%

−10.0%Worst drop · 1Y−8.5%

13.8%Volatility · 1Y13.0%

0.7%Yield0.9%

$4.9BAssets$88.3B

4–0DFAC wins

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

1Y

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

USMC0.74%$74

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$66most kept, DFAC

DFAC$87 − $21 = $66

USMC$74 − $12 = $62

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAC, USMC, IWF

Today

51.0%most shared, USMC and IWF

DFACUSMCIWF

DFAC—33.6%40.2%

USMC33.6%—51.0%

IWF40.2%51.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

USMCWorst drop−10.0%13.8% 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

DFACUSMC

+14.9%Year to date+10.7%

0.9%Yield0.7%

+16.5%Past year+9.9%

0.21%Fee0.12%

3–1DFAC 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

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAC, USMC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three