Compare · 3 funds side by side · dividends reinvested

IVVB, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

IVVB, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.5

iShares Large Cap Deep Quarterly Laddered ETFUS Stock Styles · Large cap0.53%1.14%+7.1%+7.5%+14.6%[…]−5.8%8.0%$143M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVVB 2023 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

IVVB

iShares Large Cap Deep Quarterly Laddered ETF · $143M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFACMeasureIVVB

+15.8%Year to dateJan 1 → Nov 4+7.1%

+17.7%1 yearTotal return+7.5%

+23.2%3 years · per year$10,000 became $18,682 · $15,062+14.6%

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

0.21%Expense ratio$21 · $53 a year on $10k · lower is better0.53%

0.87%Trailing 12-mo yield$87 · $114 a year on $10k1.14%

−8.5%Worst dropSmaller is better−5.8%

12.3%VolatilityLower is calmer8.0%

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

4–3DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs IVVB: Top 5 Holdings

Today

DFAC

20.1%in top 5

IVVB

in top 598.9%

DFACStockIVVB

not top 5IVV98.9%

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs IVVB Returns, Every Period

DimensionalDFAC

+17.7%

past year

IVVBiShares

+7.5%

past year

DFACIVVBFaded: behind in that period

3–0DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs IVVB

YTD

DimensionalDFAC

+15.8%

IVVBiShares

+7.1%

+15.8%Year to date+7.1%

−8.5%Worst drop · 1Y−5.8%

12.3%Volatility · 1Y8.0%

0.9%Yield1.1%

$89.2BAssets$143M

3–1IVVB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVVB, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

IVVB0.53%$53

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVVB, DFAC, IWF

1.14%highest, IVVB

FundTrailing yieldYield$10k

IVVB1.14%$114

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IVVB$114 − $53 = $61

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVVB, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

IVVBDFACIWF

IVVB—0.0%0.0%

DFAC0.0%—40.8%

IWF0.0%40.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

IVVBWorst drop−5.8%8.0% vol

DFACWorst drop−8.5%12.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVBDFAC

+7.1%Year to date+15.8%

1.1%Yield0.9%

+7.5%Past year+17.7%

0.53%Fee0.21%

3–1DFAC wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026