Compare · 3 funds side by side · dividends reinvested

DFUS, VUG and IWF

DFUSDimensional×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,889DFUS · best of the three

02 / 04

DFUS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.5%+9.9%+22.1%+11.1%−9.0%13.9%$21.8B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFUS 2001 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $21.8B$16,889

DFUS

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 51.1% in common

DFUSMeasureVUG

+8.5%Year to dateJan 1 → Nov 5+0.5%

+9.9%1 yearTotal return−0.6%

+22.1%3 years · per year$10,000 became $18,189 · $18,532+22.8%

+11.1%5 years · per year$10,000 became $16,889 · $16,052+9.9%

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

0.90%Trailing 12-mo yield$90 · $43 a year on $10k0.43%

−9.0%Worst dropSmaller is better−15.1%

13.9%VolatilityLower is calmer19.0%

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

6–2DFUS wins

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

More Ways to See the Pairs

DFUS vs VUG: Top 5 Holdings

Today

DFUS

24.9%in top 5

VUG

in top 545.2%

DFUSStockVUG

6.3%NVDA13.5%

6.9%AAPL12.5%

5.7%MSFT9.7%

2.3%GOOGL5.2%

not top 5AVGO4.3%

3.7%AMZNnot top 5

Held in common51.1%

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

DFUS vs VUG Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

DFUSVUGFaded: behind in that period

3–1DFUS wins

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

DFUS vs VUG

YTD

DimensionalDFUS

+8.5%

VUGVanguard

+0.5%

+8.5%Year to date+0.5%

−9.0%Worst drop · 1Y−15.1%

13.9%Volatility · 1Y19.0%

0.9%Yield0.4%

$21.8BAssets$233B

4–0DFUS wins

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

Cost, Income and Risk

Fees: DFUS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFUS0.09%$9

IWF0.18%$18

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

Yields: DFUS, VUG, IWF

0.90%highest, DFUS

FundTrailing yieldYield$10k

DFUS0.90%$90

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$81most kept, DFUS

DFUS$90 − $9 = $81

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFUS, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFUSVUGIWF

DFUS—51.1%53.9%

VUG51.1%—78.0%

IWF53.9%78.0%—

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

Return vs Bumpiness: 3 ETFs

+9.9%DFUS, at 13.9% volatility

DFUSWorst drop−9.0%13.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

DFUSVUG

+8.5%Year to date+0.5%

0.9%Yield0.4%

+9.9%Past year−0.6%

0.09%Fee0.03%

3–1DFUS 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