Compare · 3 funds side by side · dividends reinvested

FPX, DFAC and IWF

FPXFirst Trust×DFACDimensional×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,580DFAC · best of the three

Story of the three · IncomeMost incomeDFAC · 0.88% · $88 a year on $10k

Story of the three · RiskSmallest drop

FPX, 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%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$88.3B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.3

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.19%+2.9%+3.0%+27.1%+5.2%−23.6%27.2%$1.3B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: FPX 2006 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

DFAC

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

$10,000 five years ago, dividends reinvested · they hold 40.4% in common

DFACMeasure

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

19.8%in top 5

IWF

in top 538.2%

DFACStockIWF

4.4%NVDA12.8%

5.9%AAPL8.8%

4.7%MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: FPX, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

FPX0.57%$57

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FPX, DFAC, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IWF

+14.1%Year to dateJan 1 → Nov 12−1.5%

+15.4%1 yearTotal return−3.0%

+20.7%3 years · per year$10,000 became $17,581 · $16,957+19.2%

+10.6%5 years · per year$10,000 became $16,580 · $15,697+9.4%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.88%Trailing 12-mo yield$88 · $37 a year on $10k0.37%

−8.5%Worst dropSmaller is better−14.6%

13.1%VolatilityLower is calmer19.6%

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

7–1DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common40.4%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs IWF Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

IWFiShares

+9.4%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs IWF

YTD

DimensionalDFAC

+14.1%

IWFiShares

−1.5%

+14.1%Year to date−1.5%

−8.5%Worst drop · 1Y−14.6%

13.1%Volatility · 1Y19.6%

0.9%Yield0.4%

$88.3BAssets$119B

4–0DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

IWF0.37%$37

FPX0.19%$19

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

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

FPX$19 − $57 = −$38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FPX, DFAC, IWF

Today

40.4%most shared, DFAC and IWF

FPXDFACIWF

FPX—4.5%5.9%

DFAC4.5%—40.4%

IWF5.9%40.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

IWFWorst drop−14.6%19.6% vol

FPXWorst drop−23.6%27.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFACFPX

+14.1%Year to date+2.9%

0.9%Yield0.2%

+15.4%Past year+3.0%

0.21%Fee0.57%

4–0DFAC wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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FPX, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three