Compare · 3 funds side by side · dividends reinvested

DFAC, UUP and IWF

DFACDimensional×UUPInvesco×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,580DFAC · best of the three

Story of the three · IncomeMost incomeUUP · 3.15% · $315 a year on $10k

Story of the three · RiskSmallest drop

DFAC, UUP 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%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.5

Invesco DB US Dollar Index Bullish FundUS Stock Styles · Large cap0.78%3.15%+8.8%+8.1%+4.4%+6.2%−3.6%5.6%$447M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · UUP 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

DFAC

UUP

Invesco DB US Dollar Index Bullish Fund · $447M$13,489

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFACMeasure

More Ways to See the Pairs

DFAC vs UUP: Top 5 Holdings

Today

DFAC

19.8%in top 5

UUP

in top 599.6%

DFACStockUUP

not top 5AGPXX99.6%

5.9%AAPLnot top 5

4.7%MSFTnot top 5

4.4%NVDAnot top 5

2.7%AMZNnot top 5

Cost, Income and Risk

Fees: DFAC, UUP, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

UUP0.78%$78

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAC, UUP, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

UUP

+14.1%Year to dateJan 1 → Nov 12+8.8%

+15.4%1 yearTotal return+8.1%

+20.7%3 years · per year$10,000 became $17,581 · $11,372+4.4%

+10.6%5 years · per year$10,000 became $16,580 · $13,489+6.2%

0.21%Expense ratio$21 · $78 a year on $10k · lower is better0.78%

0.88%Trailing 12-mo yield$88 · $315 a year on $10k3.15%

−8.5%Worst dropSmaller is better−3.6%

13.1%VolatilityLower is calmer5.6%

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

5–3DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs UUP Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

UUPInvesco

+6.2%

5 years, per year

DFACUUPFaded: behind in that period

4–0DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs UUP

YTD

DimensionalDFAC

+14.1%

UUPInvesco

+8.8%

+14.1%Year to date+8.8%

−8.5%Worst drop · 1Y−3.6%

13.1%Volatility · 1Y5.6%

0.9%Yield3.2%

$87.7BAssets$447M

3–1UUP wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.15%highest, UUP

FundTrailing yieldYield$10k

UUP3.15%$315

DFAC0.88%$88

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$237most kept, UUP

UUP$315 − $78 = $237

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, UUP, IWF

Today

40.4%most shared, DFAC and IWF

DFACUUPIWF

DFAC—0.0%40.4%

UUP0.0%—0.0%

IWF40.4%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

UUPWorst drop−3.6%5.6% vol

DFACWorst drop−8.5%13.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

UUPDFAC

+8.8%Year to date+14.1%

3.2%Yield0.9%

+8.1%Past year+15.4%

0.78%Fee0.21%

3–1DFAC wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DFAC, UUP and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three