Compare · 4 funds side by side · dividends reinvested

DFAT, VUG, IVV and IWF

DFATDimensional×VUGVanguard×IVViShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

DFAT, VUG, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$30.8B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAT 2000 · VUG 2004 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $30.8B$15,930

DFAT

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

DFATMeasureVUG

+19.3%Year to dateJan 1 → Nov 9+4.2%

+26.4%1 yearTotal return+4.7%

+18.0%3 years · per year$10,000 became $16,444 · $18,569+22.9%

+9.8%5 years · per year$10,000 became $15,930 · $16,565+10.6%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.32%Trailing 12-mo yield$132 · $41 a year on $10k0.41%

−9.6%Worst dropSmaller is better−15.1%

14.8%VolatilityLower is calmer19.1%

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

5–3DFAT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs VUG: Top 5 Holdings

Today

DFAT

3.6%in top 5

VUG

in top 545.2%

DFATStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

DFAT vs VUG Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

DFATVUGFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAT vs IVV

YTD

DimensionalDFAT

+19.3%

IVViShares

+11.3%

+19.3%Year to date+11.3%

−9.6%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.8%

1.3%Yield1.1%

$30.8BAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, VUG, IVV, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

IWF0.18%$18

DFAT0.31%$31

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAT, VUG, IVV, IWF

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

IVV1.11%$111

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

DFAT$132 − $31 = $101

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAT, VUG, IVV, IWF

Today

78.1%most shared, VUG and IWF

DFATVUGIVVIWF

DFAT—0.0%0.7%0.0%

VUG0.0%—55.1%78.1%

IVV0.7%55.1%—56.0%

IWF0.0%78.1%56.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+26.4%DFAT, at 14.8% volatility

IVVWorst drop−8.9%13.8% vol

DFATWorst drop−9.6%14.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFATIVV

+19.3%Year to date+11.3%

1.3%Yield1.1%

+26.4%Past year+13.6%

0.31%Fee0.03%

3–1DFAT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026