Compare · 4 funds side by side · dividends reinvested

DFMC, DFAC, VOO and IWF

DFMCDimensional×DFACDimensional×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

DFMC, DFAC, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.0

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.48%[…][…][…][…][…][…]$7.5B3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFMC 1981 · DFAC 2005 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Micro Cap Portfolio ETF · $7.5B[…]

DFMC

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

DFMCMeasureDFAC

[…]Year to dateJan 1 → Nov 6+11.4%

[…]1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.43%Expense ratio$43 · $21 a year on $10k · lower is better0.21%

0.48%Trailing 12-mo yield$48 · $90 a year on $10k0.90%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.9%

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

0–2DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFMC vs DFAC: Top 5 Holdings

Today

DFMC

2.0%in top 5

DFAC

in top 520.4%

DFMCStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

0.5%FBPnot top 5

0.4%CVSAnot top 5

0.4%HURNnot top 5

0.4%AIRnot top 5

0.4%USLMnot top 5

Held in common10.6%

End-of-day Nov 6, 2026 · share of each fund

DFMC vs DFAC Returns, Every Period

DimensionalDFMC

[…]

past year

DFACDimensional

+13.8%

past year

Returns […]

DFMCDFACFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFMC vs VOO

YTD

DimensionalDFMC

[…]

VOOVanguard

+8.7%

[…]Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.5%

0.5%Yield1.1%

$7.5BAssets$1.00T

1–0VOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFMC, DFAC, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

DFAC0.21%$21

DFMC0.43%$43

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFMC, DFAC, VOO, IWF

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

DFAC0.90%$90

DFMC0.48%$48

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

DFMC$48 − $43 = $5

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFMC, DFAC, VOO, IWF

Today

67.3%most shared, DFAC and VOO

DFMCDFACVOOIWF

DFMC—10.6%0.0%0.2%

DFAC10.6%—67.3%40.2%

VOO0.0%67.3%—59.3%

IWF0.2%40.2%59.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

VOOWorst drop−8.9%13.5% vol

IWFWorst drop−14.6%19.4% vol

DFMCWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+8.7%Year to date+11.4%

1.1%Yield0.9%

+9.8%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026