Compare · 3 funds side by side · dividends reinvested

DFUS, DFAC and IWF

DFUSDimensional×DFACDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,904DFUS · best of the three

02 / 04

DFUS, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.8B1.5

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%$113B2.9

Rank among the three1st → 3rdFee, 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: DFUS 2001 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.8B$16,904

DFUS

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 53.2% in common

DFUSMeasureIWF

+8.8%Year to dateJan 1 → Nov 6−5.3%

+9.8%1 yearTotal return−6.5%

+21.8%3 years · per year$10,000 became $18,067 · $17,022+19.4%

+11.1%5 years · per year$10,000 became $16,904 · $15,442+9.1%

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

0.90%Trailing 12-mo yield$90 · $39 a year on $10k0.39%

−9.0%Worst dropSmaller is better−14.6%

13.9%VolatilityLower is calmer19.4%

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

8–0DFUS wins

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

More Ways to See the Pairs

DFUS vs IWF: Top 5 Holdings

Today

DFUS

25.0%in top 5

IWF

in top 539.8%

DFUSStockIWF

6.0%NVDA14.1%

7.1%AAPL9.0%

5.7%MSFT6.6%

2.4%GOOGL5.5%

not top 5AVGO4.5%

3.8%AMZNnot top 5

Held in common53.2%

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

DFUS vs IWF Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

IWFiShares

+9.1%

5 years, per year

DFUSIWFFaded: behind in that period

4–0DFUS wins

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

DFUS vs DFAC

YTD

DimensionalDFUS

+8.8%

DFACDimensional

+11.4%

+8.8%Year to date+11.4%

−9.0%Worst drop · 1Y−8.5%

13.9%Volatility · 1Y12.9%

0.9%Yield0.9%

$20.8BAssets$85.7B

3–0DFAC wins

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

Cost, Income and Risk

Fees: DFUS, DFAC, IWF

Today

0.09%lowest, DFUS

FundExpense ratioFee$10k

DFUS0.09%$9

IWF0.18%$18

DFAC0.21%$21

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

Yields: DFUS, DFAC, IWF

0.90%highest, DFUS

FundTrailing yieldYield$10k

DFUS0.90%$90

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$81most kept, DFUS

DFUS$90 − $9 = $81

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFUS, DFAC, IWF

Today

76.0%most shared, DFUS and DFAC

DFUSDFACIWF

DFUS—76.0%53.2%

DFAC76.0%—40.2%

IWF53.2%40.2%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

DFUSWorst drop−9.0%13.9% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

DFUSDFAC

+8.8%Year to date+11.4%

0.9%Yield0.9%

+9.8%Past year+13.8%

0.09%Fee0.21%

2–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026