Compare · 4 funds side by side · dividends reinvested

DFAC, XLSR, VUG and IWF

DFACDimensional×XLSRSPDR×VUGVanguard×IWFiShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,443DFAC · best of the four

Story of the four · IncomeMost incomeDFAC · 0.88% · $88 a year on $10k

Story of the four · RiskSmallest drop

DFAC, XLSR, VUG 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%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.9%+5.6%+16.4%+8.2%−11.1%14.5%$1.1B2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFAC 2005 · XLSR 2019 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,443

DFAC

More Ways to See the Pairs

DFAC vs XLSR: Top 5 Holdings

Today

DFAC

19.8%in top 5

XLSR

in top 567.0%

DFACStockXLSR

not top 5XLK27.6%

not top 5XLV19.3%

not top 5XLF10.4%

5.9%AAPLnot top 5

not top 5XLP5.1%

Cost, Income and Risk

Fees: DFAC, XLSR, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

XLSR0.70%$70

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

XLSR

State Street US Sector Rotation ETF · $1.1B$14,800

$10,000 five years ago, dividends reinvested · they hold 18.3% in common

DFACMeasureXLSR

+13.9%Year to dateJan 1 → Nov 13+4.9%

+15.1%1 yearTotal return+5.6%

+20.7%3 years · per year$10,000 became $17,599 · $15,790+16.4%

+10.5%5 years · per year$10,000 became $16,443 · $14,800+8.2%

0.21%Expense ratio$21 · $70 a year on $10k · lower is better0.70%

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−11.1%

13.1%VolatilityLower is calmer14.5%

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

8–0DFAC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.7%MSFTnot top 5

not top 5XLY4.6%

4.4%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common18.3%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs XLSR Returns, Every Period

5Y

DimensionalDFAC

+10.5%

5 years, per year

XLSRSPDR

+8.2%

5 years, per year

DFACXLSRFaded: behind in that period

4–0DFAC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs VUG

YTD

DimensionalDFAC

+13.9%

VUGVanguard

+3.9%

+13.9%Year to date+3.9%

−8.5%Worst drop · 1Y−15.1%

13.1%Volatility · 1Y19.1%

0.9%Yield0.4%

$87.7BAssets$233B

4–0DFAC wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DFAC, XLSR, VUG, IWF

1Y

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

VUG0.41%$41

XLSR0.41%$41

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAC, XLSR, VUG, IWF

Today

77.8%most shared, VUG and IWF

DFACXLSRVUGIWF

DFAC—18.3%35.8%40.4%

XLSR18.3%—21.3%21.2%

VUG35.8%21.3%—77.8%

IWF40.4%21.2%77.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

XLSRWorst drop−11.1%14.5% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFACXLSR

+13.9%Year to date+4.9%

0.9%Yield0.4%

+15.1%Past year+5.6%

0.21%Fee0.70%

4–0DFAC wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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DFAC, XLSR, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four