Compare · 3 funds side by side · dividends reinvested

EPRF, DFAC and IWF

EPRFInnovator×DFACDimensional×IWFiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,443DFAC · best of the three

Story of the three · IncomeMost incomeEPRF · 6.68% · $668 a year on $10k

Story of the three · RiskSmallest drop

EPRF, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.6B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.3

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.68%−9.1%−9.6%+0.9%−3.7%−11.3%8.0%$61M2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: EPRF 2016 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator S&P Inv. Grade Preferred ETF · $61M$8,283

EPRF

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

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

EPRF

More Ways to See the Pairs

EPRF vs IWF: Top 5 Holdings

Today

EPRF

20.2%in top 5

IWF

in top 538.2%

EPRFStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: EPRF, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

EPRF0.47%$47

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: EPRF, DFAC, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

IWF

−9.1%Year to dateJan 1 → Nov 13−2.6%

−9.6%1 yearTotal return−3.9%

+0.9%3 years · per year$10,000 became $10,277 · $16,699+18.6%

−3.7%5 years · per year$10,000 became $8,283 · $15,505+9.2%

0.47%Expense ratio$47 · $18 a year on $10k · lower is better0.18%

6.68%Trailing 12-mo yield$668 · $38 a year on $10k0.38%

−11.3%Worst dropSmaller is better−14.6%

8.0%VolatilityLower is calmer19.6%

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

3–5IWF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

4.1%HIG-PGnot top 5

4.1%UMBFOnot top 5

4.0%VOYA-PBnot top 5

4.0%AXS-PEnot top 5

4.0%STT-PGnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

EPRF vs IWF Returns, Every Period

5Y

InnovatorEPRF

−3.7%

5 years, per year

IWFiShares

+9.2%

5 years, per year

EPRFIWFFaded: behind in that period

0–4IWF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

EPRF vs DFAC

YTD

InnovatorEPRF

−9.1%

DFACDimensional

+13.9%

−9.1%Year to date+13.9%

−11.3%Worst drop · 1Y−8.5%

8.0%Volatility · 1Y13.1%

6.7%Yield0.9%

$61.0MAssets$87.6B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

6.68%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.68%$668

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$621most kept, EPRF

EPRF$668 − $47 = $621

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: EPRF, DFAC, IWF

Today

40.4%most shared, DFAC and IWF

EPRFDFACIWF

EPRF—0.0%0.0%

DFAC0.0%—40.4%

IWF0.0%40.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.1%DFAC, at 13.1% volatility

EPRFWorst drop−11.3%8.0% vol

DFACWorst drop−8.5%13.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFDFAC

−9.1%Year to date+13.9%

6.7%Yield0.9%

−9.6%Past year+15.1%

0.47%Fee0.21%

3–1DFAC wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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EPRF, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three