Compare · 4 funds side by side · dividends reinvested

FEX, DFAC, VO and IWF

FEXFirst Trust×DFACDimensional×VOVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,748DFAC · best of the four

Story of the four · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

FEX, DFAC, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%0.99%+17.6%+19.3%+20.8%+10.0%−6.6%13.4%$1.6B2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: FEX 2007 · DFAC 2005 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,125

FEX

More Ways to See the Pairs

FEX vs DFAC: Top 5 Holdings

Today

FEX

2.9%in top 5

DFAC

in top 519.9%

FEXStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.9%

not top 5NVDA4.4%

not top 5AMZN2.8%

not top 5META2.0%

Cost, Income and Risk

Fees: FEX, DFAC, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

FEX0.57%$57

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DFAC

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

$10,000 five years ago, dividends reinvested · they hold 35.0% in common

FEXMeasureDFAC

+17.6%Year to dateJan 1 → Nov 11+14.9%

+19.3%1 yearTotal return+16.5%

+20.8%3 years · per year$10,000 became $17,640 · $17,728+21.0%

+10.0%5 years · per year$10,000 became $16,125 · $16,748+10.9%

0.57%Expense ratio$57 · $21 a year on $10k · lower is better0.21%

0.99%Trailing 12-mo yield$99 · $87 a year on $10k0.87%

−6.6%Worst dropSmaller is better−8.5%

13.4%VolatilityLower is calmer13.0%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%FISVnot top 5

0.6%PTCnot top 5

0.6%ROPnot top 5

0.6%STZnot top 5

0.5%SNnot top 5

Held in common35.0%

End-of-day Nov 11, 2026 · share of each fund

FEX vs DFAC Returns, Every Period

5Y

First TrustFEX

+10.0%

5 years, per year

DFACDimensional

+10.9%

5 years, per year

FEXDFACFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FEX vs VO

YTD

First TrustFEX

+17.6%

VOVanguard

+15.0%

+17.6%Year to date+15.0%

−6.6%Worst drop · 1Y−8.2%

13.4%Volatility · 1Y13.1%

1.0%Yield1.3%

$1.6BAssets$103B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: FEX, DFAC, VO, IWF

1Y

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

FEX0.99%$99

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

DFAC$87 − $21 = $66

FEX$99 − $57 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FEX, DFAC, VO, IWF

Today

43.2%most shared, FEX and VO

FEXDFACVOIWF

FEX—35.0%43.2%15.9%

DFAC35.0%—19.7%40.2%

VO43.2%19.7%—9.4%

IWF15.9%40.2%9.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.3%FEX, at 13.4% volatility

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.1% vol

FEXWorst drop−6.6%13.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOFEX

+15.0%Year to date+17.6%

1.3%Yield1.0%

+15.0%Past year+19.3%

0.03%Fee0.57%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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FEX, DFAC, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four