Compare · 3 funds side by side · dividends reinvested

IWD, DFAC and VTV

IWDiShares×DFACDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IWD, DFAC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.6

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%$85.6B2.9

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: IWD 2000 · DFAC 2005 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $82.9B$17,201

IWD

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 60.3% in common

IWDMeasureDFAC

+23.7%Year to dateJan 1 → Nov 6+11.4%

+28.0%1 yearTotal return+13.8%

+22.7%3 years · per year$10,000 became $18,455 · $17,722+21.0%

+11.5%5 years · per year$10,000 became $17,201 · $16,525+10.6%

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

1.37%Trailing 12-mo yield$137 · $90 a year on $10k0.90%

−6.8%Worst dropSmaller is better−8.5%

11.6%VolatilityLower is calmer12.9%

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

8–0IWD wins

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

More Ways to See the Pairs

IWD vs DFAC: Top 5 Holdings

Today

IWD

22.6%in top 5

DFAC

in top 520.4%

IWDStockDFAC

6.1%AMZN2.7%

6.0%AAPL5.9%

5.3%MSFT5.0%

not top 5NVDA4.8%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

not top 5META1.9%

Held in common60.3%

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

IWD vs DFAC Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

IWDDFACFaded: behind in that period

4–0IWD wins

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

IWD vs VTV

YTD

iSharesIWD

+23.7%

VTVVanguard

+18.5%

+23.7%Year to date+18.5%

−6.8%Worst drop · 1Y−6.4%

11.6%Volatility · 1Y10.7%

1.4%Yield1.9%

$82.9BAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: IWD, DFAC, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWD0.18%$18

DFAC0.21%$21

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

Yields: IWD, DFAC, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWD1.37%$137

DFAC0.90%$90

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWD$137 − $18 = $119

DFAC$90 − $21 = $69

KeptFee

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

Overlap: IWD, DFAC, VTV

Today

63.2%most shared, IWD and VTV

IWDDFACVTV

IWD—60.3%63.2%

DFAC60.3%—38.0%

VTV63.2%38.0%—

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

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

VTVWorst drop−6.4%10.7% vol

IWDWorst drop−6.8%11.6% vol

DFACWorst drop−8.5%12.9% vol

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

Paid More vs Made More

YTD

VTVIWD

+18.5%Year to date+23.7%

1.9%Yield1.4%

+22.9%Past year+28.0%

0.03%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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