Compare · 3 funds side by side · dividends reinvested

DFMC, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,693DIA · best of the three

02 / 04

DFMC, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$44.9B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.0

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.48%[…][…][…][…][…][…]$7.8B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFMC 1981 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Micro Cap Portfolio ETF · $7.8B[…]

DFMC

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

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

DFMCMeasureDIA

[…]Year to dateJan 1 → Nov 5+8.2%

[…]1 yearTotal return+10.8%

[…]3 years · per year$10,000 became […] · $16,322+17.7%

[…]5 years · per year$10,000 became […] · $15,693+9.4%

0.43%Expense ratio$43 · $16 a year on $10k · lower is better0.16%

0.48%Trailing 12-mo yield$48 · $140 a year on $10k1.40%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer13.4%

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

0–2DIA wins

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

More Ways to See the Pairs

DFMC vs DIA: Top 5 Holdings

Today

DFMC

2.0%in top 5

DIA

in top 533.3%

DFMCStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

0.5%FBPnot top 5

0.4%CVSAnot top 5

0.4%USLMnot top 5

0.4%AIRnot top 5

0.4%HURNnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DFMC vs DIA Returns, Every Period

DimensionalDFMC

[…]

past year

DIASPDR

+10.8%

past year

Returns […]

DFMCDIAFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFMC vs DIA

YTD

DimensionalDFMC

[…]

DIASPDR

+8.2%

[…]Year to date+8.2%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y13.4%

0.5%Yield1.4%

$7.8BAssets$44.9B

1–0DIA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFMC, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

DFMC0.43%$43

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFMC, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

DFMC0.48%$48

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IWF$39 − $18 = $21

DFMC$48 − $43 = $5

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFMC, DIA, IWF

Today

21.6%most shared, DIA and IWF

DFMCDIAIWF

DFMC—0.0%0.2%

DIA0.0%—21.6%

IWF0.2%21.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.8%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

IWFWorst drop−14.6%19.3% vol

DFMCWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIAIWF

+8.2%Year to date−6.5%

1.4%Yield0.4%

+10.8%Past year−7.6%

0.16%Fee0.18%

4–0DIA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026