Compare · 3 funds side by side · dividends reinvested

DFUS, VO and IWF

DFUSDimensional×VOVanguard×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, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.9B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

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 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.9B$16,904

DFUS

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

DFUSMeasureVO

+8.8%Year to dateJan 1 → Nov 6+10.6%

+9.8%1 yearTotal return+11.6%

+21.8%3 years · per year$10,000 became $18,067 · $16,701+18.6%

+11.1%5 years · per year$10,000 became $16,904 · $13,590+6.3%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.90%Trailing 12-mo yield$90 · $139 a year on $10k1.39%

−9.0%Worst dropSmaller is better−8.2%

13.9%VolatilityLower is calmer12.9%

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

2–6VO 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 VO: Top 5 Holdings

Today

DFUS

25.0%in top 5

in top 55.3%

DFUSStockVO

7.1%AAPLnot top 5

6.0%NVDAnot top 5

5.7%MSFTnot top 5

3.8%AMZNnot top 5

2.4%GOOGLnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common15.0%

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

DFUS vs VO Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

VOVanguard

+6.3%

5 years, per year

DFUSVOFaded: behind in that period

2–2Level

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

DFUS vs VO

YTD

DimensionalDFUS

+8.8%

VOVanguard

+10.6%

+8.8%Year to date+10.6%

−9.0%Worst drop · 1Y−8.2%

13.9%Volatility · 1Y12.9%

0.9%Yield1.4%

$20.9BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: DFUS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFUS0.09%$9

IWF0.18%$18

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

Yields: DFUS, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFUS0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFUS$90 − $9 = $81

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFUS, VO, IWF

Today

53.2%most shared, DFUS and IWF

DFUSVOIWF

DFUS—15.0%53.2%

VO15.0%—9.2%

IWF53.2%9.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%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

VODFUS

+10.6%Year to date+8.8%

1.4%Yield0.9%

+11.6%Past year+9.8%

0.03%Fee0.09%

4–0VO 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$59.7B

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