Compare · 2 funds side by side · dividends reinvested

IAI and DFAC

IAIiShares×DFACDimensional×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,440IAI · best of the two

Story of the two · IncomeMost incomeIAI · 1.16% · $116 a year on $10k

Story of the two · RiskSmallest drop

IAI and DFAC, 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 U.S. Broker-Dealers & Securities Exchanges ETFUS Stock Styles · Large cap0.37%1.16%+3.1%+3.4%+27.1%+11.8%−16.5%21.2%$1.3B1.6

Rank among the two1st → 2ndFee, 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: IAI 2006 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3B$17,440

IAI

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,443

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

IAIMeasureDFAC

+3.1%

More Ways to See the Pairs

IAI vs DFAC: Top 5 Holdings

Today

IAI

52.0%in top 5

DFAC

in top 519.8%

IAIStockDFAC

17.8%GSnot top 5

15.0%MSnot top 5

8.6%SCHWnot top 5

not top 5AAPL5.9%

5.4%ICEnot top 5

Cost, Income and Risk

Fees: IAI, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

IAI0.37%$37

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

Yields: IAI, DFAC

1Y

1.16%highest, IAI

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+13.9%

+3.4%1 yearTotal return+15.1%

+27.1%3 years · per year$10,000 became $20,544 · $17,599+20.7%

+11.8%5 years · per year$10,000 became $17,440 · $16,443+10.5%

0.37%Expense ratio$37 · $21 a year on $10k · lower is better0.21%

1.16%Trailing 12-mo yield$116 · $88 a year on $10k0.88%

−16.5%Worst dropSmaller is better−8.5%

21.2%VolatilityLower is calmer13.1%

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

3–5DFAC wins

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

5.3%CMEnot top 5

not top 5MSFT4.7%

not top 5NVDA4.4%

not top 5AMZN2.7%

not top 5META1.9%

Held in common2.0%

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

IAI vs DFAC Returns, Every Period

5Y

iSharesIAI

+11.8%

5 years, per year

DFACDimensional

+10.5%

5 years, per year

IAIDFACFaded: behind in that period

2–2Level

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

IAI vs DFAC

YTD

iSharesIAI

+3.1%

DFACDimensional

+13.9%

+3.1%Year to date+13.9%

−16.5%Worst drop · 1Y−8.5%

21.2%Volatility · 1Y13.1%

1.2%Yield0.9%

$1.3BAssets$87.6B

3–1DFAC wins

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

$10k

IAI1.16%$116

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$79most kept, IAI

IAI$116 − $37 = $79

DFAC$88 − $21 = $67

KeptFee

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

Overlap: IAI, DFAC

Today

2.0%most shared, IAI and DFAC

IAIDFAC

IAI—2.0%

DFAC2.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+15.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

IAIWorst drop−16.5%21.2% vol

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

Paid More vs Made More

YTD

IAIDFAC

+3.1%Year to date+13.9%

1.2%Yield0.9%

+3.4%Past year+15.1%

0.37%Fee0.21%

3–1DFAC 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

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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IAI and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two