Compare · 3 funds side by side · dividends reinvested

DFAC, VO and IWF

DFACDimensional×VOVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

DFAC, VO 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%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

DFAC

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 19.6% in common

DFACMeasureVO

+15.8%Year to dateJan 1 → Nov 4+14.7%

+17.7%1 yearTotal return+15.3%

+23.2%3 years · per year$10,000 became $18,682 · $17,578+20.7%

+11.7%5 years · per year$10,000 became $17,417 · $14,290+7.4%

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

0.87%Trailing 12-mo yield$87 · $134 a year on $10k1.34%

−8.5%Worst dropSmaller is better−8.2%

12.3%VolatilityLower is calmer12.4%

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

5–3DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs VO: Top 5 Holdings

Today

DFAC

20.1%in top 5

in top 55.3%

DFACStockVO

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common19.6%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs VO Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

VOVanguard

+7.4%

5 years, per year

DFACVOFaded: behind in that period

4–0DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+15.8%

VOVanguard

+14.7%

+15.8%Year to date+14.7%

−8.5%Worst drop · 1Y−8.2%

12.3%Volatility · 1Y12.4%

0.9%Yield1.3%

$87.6BAssets$103B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, VO, IWF

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, VO, IWF

Today

40.8%most shared, DFAC and IWF

DFACVOIWF

DFAC—19.6%40.8%

VO19.6%—9.3%

IWF40.8%9.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

VOWorst drop−8.2%12.4% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+14.7%Year to date+15.8%

1.3%Yield0.9%

+15.3%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026