Compare · 3 funds side by side · dividends reinvested

IWB, DFAC and VUG

IWBiShares×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,575IWB · best of the three

02 / 04

IWB, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.4B1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWB 2000 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.4B$16,575

IWB

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 72.5% in common

IWBMeasureDFAC

+8.5%Year to dateJan 1 → Nov 6+11.4%

+9.6%1 yearTotal return+13.8%

+21.6%3 years · per year$10,000 became $17,966 · $17,722+21.0%

+10.6%5 years · per year$10,000 became $16,575 · $16,525+10.6%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

0.95%Trailing 12-mo yield$95 · $90 a year on $10k0.90%

−8.9%Worst dropSmaller is better−8.5%

13.6%VolatilityLower is calmer12.9%

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

3–4DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWB vs DFAC: Top 5 Holdings

Today

IWB

25.6%in top 5

DFAC

in top 520.4%

IWBStockDFAC

7.1%AAPL5.9%

6.6%NVDA4.8%

5.8%MSFT5.0%

3.6%AMZN2.7%

2.4%GOOGLnot top 5

not top 5META1.9%

Held in common72.5%

End-of-day Nov 6, 2026 · share of each fund

IWB vs DFAC Returns, Every Period

iSharesIWB

+10.6%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

IWBDFACFaded: behind in that period

1–2DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWB vs DFAC

YTD

iSharesIWB

+8.5%

DFACDimensional

+11.4%

+8.5%Year to date+11.4%

−8.9%Worst drop · 1Y−8.5%

13.6%Volatility · 1Y12.9%

0.9%Yield0.9%

$46.4BAssets$85.7B

3–0DFAC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWB, DFAC, VUG

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

DFAC0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWB, DFAC, VUG

Today

72.5%most shared, IWB and DFAC

IWBDFACVUG

IWB—72.5%52.0%

DFAC72.5%—35.7%

VUG52.0%35.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IWBWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWBDFAC

+8.5%Year to date+11.4%

0.9%Yield0.9%

+9.6%Past year+13.8%

0.15%Fee0.21%

2–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026