Compare · 2 funds side by side · dividends reinvested

IWB and DFAC

IWBiShares×DFACDimensional×

Versus in desk

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

02 / 04

IWB and DFAC, 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%$46.6B1.5

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%$85.6B1.5

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

IWB

iShares Russell 1000 ETF · $46.6B$16,575

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

DFACMeasureIWB

+11.4%Year to dateJan 1 → Nov 6+8.5%

+13.8%1 yearTotal return+9.6%

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

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

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.90%Trailing 12-mo yield$90 · $95 a year on $10k0.95%

−8.5%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

4–3DFAC wins

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

More Ways to See the Pairs

DFAC vs IWB: Top 5 Holdings

Today

DFAC

20.4%in top 5

IWB

in top 525.6%

DFACStockIWB

5.9%AAPL7.1%

4.8%NVDA6.6%

5.0%MSFT5.8%

2.7%AMZN3.6%

not top 5GOOGL2.4%

1.9%METAnot top 5

Held in common72.5%

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

DFAC vs IWB Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IWBiShares

+10.6%

5 years, per year

DFACIWBFaded: behind in that period

2–1DFAC wins

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

DFAC vs IWB

YTD

DimensionalDFAC

+11.4%

IWBiShares

+8.5%

+11.4%Year to date+8.5%

−8.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

0.9%Yield0.9%

$85.6BAssets$46.6B

3–0DFAC wins

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

Cost, Income and Risk

Fees: IWB, DFAC

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

DFAC0.21%$21

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

Yields: IWB, DFAC

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

DFAC0.90%$90

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

KeptFee

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

Overlap: IWB, DFAC

Today

72.5%most shared, IWB and DFAC

IWBDFAC

IWB—72.5%

DFAC72.5%—

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

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IWBWorst drop−8.9%13.6% 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 Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026