Compare · 3 funds side by side · dividends reinvested

INRO, DFAC and VUG

INROiShares×DFACDimensional×VUGVanguard×

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

02 / 04

INRO, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.3

iShares U.S. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.59%+13.6%+13.3%[…][…]−9.3%14.6%$567M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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: INRO 2024 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Industry Rotation Active ETF · $567M[…]

INRO

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 56.3% in common

INROMeasureDFAC

+13.6%Year to dateJan 1 → Nov 5+15.8%

+13.3%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

0.42%Expense ratio$42 · $21 a year on $10k · lower is better0.21%

0.59%Trailing 12-mo yield$59 · $87 a year on $10k0.87%

−9.3%Worst dropSmaller is better−8.5%

14.6%VolatilityLower is calmer12.3%

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

0–6DFAC wins

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

More Ways to See the Pairs

INRO vs DFAC: Top 5 Holdings

Today

INRO

28.6%in top 5

DFAC

in top 520.5%

INROStockDFAC

8.5%AAPL5.8%

7.4%NVDA5.1%

6.3%MSFT5.0%

3.8%AMZN2.7%

2.6%GOOGLnot top 5

not top 5META1.9%

Held in common56.3%

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

INRO vs DFAC Returns, Every Period

iSharesINRO

+13.3%

past year

DFACDimensional

+17.7%

past year

INRODFACFaded: behind in that period

0–2DFAC wins

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

INRO vs DFAC

YTD

iSharesINRO

+13.6%

DFACDimensional

+15.8%

+13.6%Year to date+15.8%

−9.3%Worst drop · 1Y−8.5%

14.6%Volatility · 1Y12.3%

0.6%Yield0.9%

$567MAssets$89.2B

4–0DFAC wins

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

Cost, Income and Risk

Fees: INRO, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

INRO0.42%$42

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

Yields: INRO, DFAC, VUG

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

INRO0.59%$59

VUG0.40%$40

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

INRO$59 − $42 = $17

KeptFee

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

Overlap: INRO, DFAC, VUG

Today

56.3%most shared, INRO and DFAC

INRODFACVUG

INRO—56.3%54.4%

DFAC56.3%—36.2%

VUG54.4%36.2%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

INROWorst drop−9.3%14.6% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

DFACINRO

+15.8%Year to date+13.6%

0.9%Yield0.6%

+17.7%Past year+13.3%

0.21%Fee0.42%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026