Compare · 3 funds side by side · dividends reinvested

IGE, DFAC and VOO

IGEiShares×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,384IGE · best of the three

02 / 04

IGE, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares North American Natural Resources ETFUS Stock Styles · Large cap0.37%1.87%+29.9%+37.7%+20.2%+17.5%−11.5%17.3%$810M2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: IGE 2001 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares North American Natural Resources ETF · $810M$22,384

IGE

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

IGEMeasureDFAC

+29.9%Year to dateJan 1 → Nov 3+14.1%

+37.7%1 yearTotal return+16.0%

+20.2%3 years · per year$10,000 became $17,376 · $18,595+23.0%

+17.5%5 years · per year$10,000 became $22,384 · $16,976+11.2%

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

1.87%Trailing 12-mo yield$187 · $88 a year on $10k0.88%

−11.5%Worst dropSmaller is better−8.5%

17.3%VolatilityLower is calmer12.2%

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

4–4Level

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

More Ways to See the Pairs

IGE vs DFAC: Top 5 Holdings

Today

IGE

32.4%in top 5

DFAC

in top 519.9%

IGEStockDFAC

11.3%XOMnot top 5

11.0%CVXnot top 5

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

4.4%COPnot top 5

3.0%MPCnot top 5

2.8%CNQnot top 5

not top 5AMZN2.5%

not top 5META1.9%

Held in common7.3%

End-of-day Nov 3, 2026 · share of each fund

IGE vs DFAC Returns, Every Period

iSharesIGE

+17.5%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

IGEDFACFaded: behind in that period

3–1IGE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IGE vs VOO

YTD

iSharesIGE

+29.9%

VOOVanguard

+11.5%

+29.9%Year to date+11.5%

−11.5%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y12.7%

1.9%Yield1.1%

$810MAssets$1.00T

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGE, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

IGE0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IGE, DFAC, VOO

1.87%highest, IGE

FundTrailing yieldYield$10k

IGE1.87%$187

VOO1.07%$107

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$150most kept, IGE

IGE$187 − $37 = $150

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IGE, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

IGEDFACVOO

IGE—7.3%4.1%

DFAC7.3%—67.3%

VOO4.1%67.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.7%IGE, at 17.3% volatility

DFACWorst drop−8.5%12.2% vol

VOOWorst drop−8.9%12.7% vol

IGEWorst drop−11.5%17.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IGEDFAC

+29.9%Year to date+14.1%

1.9%Yield0.9%

+37.7%Past year+16.0%

0.37%Fee0.21%

3–1IGE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026