Compare · 3 funds side by side · dividends reinvested

IUS, DFAC and VUG

IUSInvesco×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,457IUS · best of the three

02 / 04

IUS, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.24%+22.9%+26.9%+23.3%+14.2%−6.1%10.8%$1.0B1.1

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%$89.2B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.6

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: IUS 2018 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI Strategic US ETF · $1.0B$19,457

IUS

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 60.2% in common

IUSMeasureDFAC

+22.9%Year to dateJan 1 → Nov 5+11.2%

+26.9%1 yearTotal return+14.3%

+23.3%3 years · per year$10,000 became $18,759 · $17,812+21.2%

+14.2%5 years · per year$10,000 became $19,457 · $16,526+10.6%

0.19%Expense ratio$19 · $21 a year on $10k · lower is better0.21%

1.24%Trailing 12-mo yield$124 · $90 a year on $10k0.90%

−6.1%Worst dropSmaller is better−8.5%

10.8%VolatilityLower is calmer12.9%

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

8–0IUS wins

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

More Ways to See the Pairs

IUS vs DFAC: Top 5 Holdings

Today

IUS

17.0%in top 5

DFAC

in top 520.5%

IUSStockDFAC

4.3%AAPL5.8%

not top 5NVDA5.1%

4.3%MSFT5.0%

2.9%BRK-Bnot top 5

2.9%GOOGLnot top 5

2.7%AMZN2.7%

not top 5META1.9%

Held in common60.2%

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

IUS vs DFAC Returns, Every Period

InvescoIUS

+14.2%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

IUSDFACFaded: behind in that period

4–0IUS wins

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

IUS vs DFAC

YTD

InvescoIUS

+22.9%

DFACDimensional

+11.2%

+22.9%Year to date+11.2%

−6.1%Worst drop · 1Y−8.5%

10.8%Volatility · 1Y12.9%

1.2%Yield0.9%

$1.0BAssets$89.2B

4–0IUS wins

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

Cost, Income and Risk

Fees: IUS, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUS0.19%$19

DFAC0.21%$21

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

Yields: IUS, DFAC, VUG

1.24%highest, IUS

FundTrailing yieldYield$10k

IUS1.24%$124

DFAC0.90%$90

VUG0.43%$43

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

Income After Fees on $10,000

$105most kept, IUS

IUS$124 − $19 = $105

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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

Overlap: IUS, DFAC, VUG

Today

60.2%most shared, IUS and DFAC

IUSDFACVUG

IUS—60.2%30.2%

DFAC60.2%—36.2%

VUG30.2%36.2%—

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

Return vs Bumpiness: 3 ETFs

+26.9%IUS, at 10.8% volatility

IUSWorst drop−6.1%10.8% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IUSDFAC

+22.9%Year to date+11.2%

1.2%Yield0.9%

+26.9%Past year+14.3%

0.19%Fee0.21%

4–0IUS 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026