Compare · 3 funds side by side · dividends reinvested

DFAC, WR and IWF

DFACDimensional×WRCorgi Funds×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, WR 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%$89.2B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.9

Corgi U.S. War Machine ETFUS Stock Styles · Large cap0.35%0.00%[…][…][…][…][…][…]$932K3.0

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 · WR 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

Corgi U.S. War Machine ETF · $932K[…]

$10,000 five years ago, dividends reinvested · they hold 6.0% in common

DFACMeasureWR

+15.8%Year to dateJan 1 → Nov 4[…]

+17.7%1 yearTotal return[…]

+23.2%3 years · per year$10,000 became $18,682 · […][…]

+11.7%5 years · per year$10,000 became $17,417 · […][…]

0.21%Expense ratio$21 · $35 a year on $10k · lower is better0.35%

0.87%Trailing 12-mo yield$87 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better[…]

12.3%VolatilityLower is calmer[…]

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

2–0DFAC 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 WR: Top 5 Holdings

Today

DFAC

20.1%in top 5

in top 530.5%

DFACStockWR

not top 5XOM9.0%

not top 5CVX6.6%

5.6%AAPLnot top 5

not top 5PLTR5.4%

5.3%NVDAnot top 5

not top 5RTX5.1%

4.8%MSFTnot top 5

not top 5MPC4.3%

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common6.0%

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

DFAC vs WR Returns, Every Period

DimensionalDFAC

+17.7%

past year

WRCorgi Funds

[…]

past year

Returns […]

DFACWRFaded: behind in that period

0–0Level

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

DFAC vs IWF

YTD

DimensionalDFAC

+15.8%

IWFiShares

−0.1%

+15.8%Year to date−0.1%

−8.5%Worst drop · 1Y−15.6%

12.3%Volatility · 1Y18.3%

0.9%Yield0.4%

$89.2BAssets$121B

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, WR, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

WR0.35%$35

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

Yields: DFAC, WR, IWF

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

IWF0.37%$37

WR0.00%$0

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

WR$0 − $35 = −$35

KeptFee

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

Overlap: DFAC, WR, IWF

Today

40.8%most shared, DFAC and IWF

DFACWRIWF

DFAC—6.0%40.8%

WR6.0%—2.7%

IWF40.8%2.7%—

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

IWFWorst drop−15.6%18.3% vol

WRWorst drop[…][…]

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

Paid More vs Made More

YTD

DFACIWF

+15.8%Year to date−0.1%

0.9%Yield0.4%

+17.7%Past year−3.0%

0.21%Fee0.18%

3–1DFAC wins

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026