Compare · 3 funds side by side · dividends reinvested

IWD, DFAC and VTV

IWDiShares×DFACDimensional×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

IWD, DFAC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+28.7%+22.6%+11.7%−6.8%11.7%$84.7B1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: IWD 2000 · DFAC 2005 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

DFAC

IWD

iShares Russell 1000 Value ETF · $84.7B$17,402

$10,000 five years ago, dividends reinvested · they hold 59.9% in common

DFACMeasure

More Ways to See the Pairs

DFAC vs IWD: Top 5 Holdings

Today

DFAC

19.8%in top 5

IWD

in top 522.4%

DFACStockIWD

2.7%AMZN6.1%

5.9%AAPL6.1%

4.7%MSFT5.0%

4.4%NVDAnot top 5

not top 5BRK-B

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 12, 2026 · fee on $10,000 a year

Yields: IWD, DFAC, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IWD

+14.1%Year to dateJan 1 → Nov 12+26.2%

+15.4%1 yearTotal return+28.7%

+20.7%3 years · per year$10,000 became $17,581 · $18,423+22.6%

+10.6%5 years · per year$10,000 became $16,580 · $17,402+11.7%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.88%Trailing 12-mo yield$88 · $134 a year on $10k1.34%

−8.5%Worst dropSmaller is better−6.8%

13.1%VolatilityLower is calmer11.7%

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

0–8IWD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.8%

not top 5JPM2.4%

1.9%METAnot top 5

Held in common59.9%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs IWD Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

IWDiShares

+11.7%

5 years, per year

DFACIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+14.1%

VTVVanguard

+21.7%

+14.1%Year to date+21.7%

−8.5%Worst drop · 1Y−6.4%

13.1%Volatility · 1Y10.8%

0.9%Yield1.8%

$87.7BAssets$184B

4–0VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

IWD1.34%$134

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

IWD$134 − $18 = $116

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWD, DFAC, VTV

Today

63.2%most shared, IWD and VTV

IWDDFACVTV

IWD—59.9%63.2%

DFAC59.9%—37.9%

VTV63.2%37.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.7%IWD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

IWDWorst drop−6.8%11.7% vol

DFACWorst drop−8.5%13.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWD

+21.7%Year to date+26.2%

1.8%Yield1.3%

+24.0%Past year+28.7%

0.03%Fee0.18%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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IWD, DFAC and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three