Compare · 3 funds side by side · dividends reinvested

DFAC, USPX and IWF

DFACDimensional×USPXFranklin Templeton×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,514USPX · best of the three

Story of the three · IncomeMost incomeUSPX · 1.03% · $103 a year on $10k

Story of the three · RiskSmallest drop

DFAC, USPX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin U.S. Equity Index ETFUS Stock Styles · Large cap0.03%1.03%+11.9%+12.1%+21.9%+11.9%−9.1%13.9%$2.0B1.5

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%$87.4B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.9

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 · USPX 2016 · 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

USPX

Franklin U.S. Equity Index ETF · $2.0B$17,514

$10,000 five years ago, dividends reinvested · they hold 66.2% in common

DFAC

More Ways to See the Pairs

DFAC vs USPX: Top 5 Holdings

Today

DFAC

19.9%in top 5

USPX

in top 526.8%

DFACStockUSPX

5.9%AAPL7.9%

4.9%MSFT6.1%

4.4%NVDA6.1%

2.8%AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAC, USPX, IWF

Today

0.03%lowest, USPX

FundExpense ratioFee$10k

USPX0.03%$3

IWF0.18%$18

DFAC0.21%$21

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

Yields: DFAC, USPX, 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

USPX

+14.9%Year to dateJan 1 → Nov 11+11.9%

+16.5%1 yearTotal return+12.1%

+21.0%3 years · per year$10,000 became $17,728 · $18,111+21.9%

+10.9%5 years · per year$10,000 became $16,748 · $17,514+11.9%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.87%Trailing 12-mo yield$87 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−9.1%

13.0%VolatilityLower is calmer13.9%

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

4–4Level

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

2.6%

2.0%METAnot top 5

Held in common66.2%

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

DFAC vs USPX Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

USPXFranklin Templeton

+11.9%

5 years, per year

DFACUSPXFaded: behind in that period

2–2Level

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

DFAC vs USPX

YTD

DimensionalDFAC

+14.9%

USPXFranklin Templeton

+11.9%

+14.9%Year to date+11.9%

−8.5%Worst drop · 1Y−9.1%

13.0%Volatility · 1Y13.9%

0.9%Yield1.0%

$87.4BAssets$2.0B

3–1DFAC wins

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

1Y

1.03%highest, USPX

FundTrailing yieldYield$10k

USPX1.03%$103

DFAC0.87%$87

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$100most kept, USPX

USPX$103 − $3 = $100

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAC, USPX, IWF

Today

66.2%most shared, DFAC and USPX

DFACUSPXIWF

DFAC—66.2%40.2%

USPX66.2%—56.2%

IWF40.2%56.2%—

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

USPXWorst drop−9.1%13.9% 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

USPXDFAC

+11.9%Year to date+14.9%

1.0%Yield0.9%

+12.1%Past year+16.5%

0.03%Fee0.21%

2–2level

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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAC, USPX and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three