Compare · 3 funds side by side · dividends reinvested

FINA, DFAC and IWF

FINAFidelity×DFACDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

FINA, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.3

Fidelity MSCI North American Subset Index ETFUS Stock Styles · Large cap0.09%0.18%[…][…][…][…][…][…]$2.3B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.0

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: FINA 2026 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI North American Subset Index ETF · $2.3B[…]

FINA

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 59.1% in common

FINAMeasureDFAC

[…]Year to dateJan 1 → Nov 5+11.2%

[…]1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

0.09%Expense ratio$9 · $21 a year on $10k · lower is better0.21%

0.18%Trailing 12-mo yield$18 · $90 a year on $10k0.90%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.9%

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

1–1Level

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

More Ways to See the Pairs

FINA vs DFAC: Top 5 Holdings

Today

FINA

26.1%in top 5

DFAC

in top 520.5%

FINAStockDFAC

7.4%AAPL5.8%

6.6%NVDA5.1%

5.7%MSFT5.0%

3.7%AMZN2.7%

2.7%GOOGLnot top 5

not top 5META1.9%

Held in common59.1%

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

FINA vs DFAC Returns, Every Period

FidelityFINA

[…]

past year

DFACDimensional

+14.3%

past year

Returns […]

FINADFACFaded: behind in that period

0–0Level

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

FINA vs DFAC

YTD

FidelityFINA

[…]

DFACDimensional

+11.2%

[…]Year to date+11.2%

[…]Worst drop · 1Y−8.5%

[…]Volatility · 1Y12.9%

0.2%Yield0.9%

$2.3BAssets$85.7B

1–0DFAC wins

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

Cost, Income and Risk

Fees: FINA, DFAC, IWF

Today

0.09%lowest, FINA

FundExpense ratioFee$10k

FINA0.09%$9

IWF0.18%$18

DFAC0.21%$21

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

Yields: FINA, DFAC, IWF

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

IWF0.39%$39

FINA0.18%$18

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

FINA$18 − $9 = $9

KeptFee

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

Overlap: FINA, DFAC, IWF

Today

59.1%most shared, FINA and DFAC

FINADFACIWF

FINA—59.1%53.3%

DFAC59.1%—40.8%

IWF53.3%40.8%—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.3% vol

FINAWorst drop[…][…]

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

Paid More vs Made More

YTD

DFACIWF

+11.2%Year to date−6.5%

0.9%Yield0.4%

+14.3%Past year−7.6%

0.21%Fee0.18%

3–1DFAC 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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026