Compare · 3 funds side by side · dividends reinvested

DFAC, XTAP and IWF

DFACDimensional×XTAPInnovator×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, XTAP 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%$89.2B1.6

Innovator U.S. Equity Accelerated Plus ETFUS Stock Styles · Large cap0.79%0.00%+16.0%+18.2%+18.2%+11.3%−1.7%4.8%$19M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · XTAP 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

XTAP

Innovator U.S. Equity Accelerated Plus ETF · $19M$17,089

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

DFACMeasureXTAP

+15.8%Year to dateJan 1 → Nov 4+16.0%

+17.7%1 yearTotal return+18.2%

+23.2%3 years · per year$10,000 became $18,682 · $16,503+18.2%

+11.7%5 years · per year$10,000 became $17,417 · $17,089+11.3%

0.21%Expense ratio$21 · $79 a year on $10k · lower is better0.79%

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

−8.5%Worst dropSmaller is better−1.7%

12.3%VolatilityLower is calmer4.8%

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

4–4Level

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 XTAP: Top 5 Holdings

Today

DFAC

20.1%in top 5

XTAP

in top 5100.6%

DFACStockXTAP

not top 5VOO100.6%

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

Held in common0.0%

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

DFAC vs XTAP Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

XTAPInnovator

+11.3%

5 years, per year

DFACXTAPFaded: behind in that period

2–2Level

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, XTAP, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

XTAP0.79%$79

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

Yields: DFAC, XTAP, IWF

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

IWF0.37%$37

XTAP0.00%$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

XTAP$0 − $79 = −$79

KeptFee

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

Overlap: DFAC, XTAP, IWF

Today

40.8%most shared, DFAC and IWF

DFACXTAPIWF

DFAC—0.0%40.8%

XTAP0.0%—0.0%

IWF40.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.2%XTAP, at 4.8% volatility

XTAPWorst drop−1.7%4.8% vol

DFACWorst drop−8.5%12.3% 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

DFACXTAP

+15.8%Year to date+16.0%

0.9%Yield0.0%

+17.7%Past year+18.2%

0.21%Fee0.79%

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$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