Compare · 2 funds side by side · dividends reinvested

IWD and DFAC

IWDiShares×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,246IWD · best of the two

02 / 04

IWD and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$83.3B1.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IWD 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

IWD

iShares Russell 1000 Value ETF · $83.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 59.8% in common

DFACMeasureIWD

+11.2%Year to dateJan 1 → Nov 5+24.1%

+14.3%1 yearTotal return+29.3%

+21.2%3 years · per year$10,000 became $17,812 · $18,611+23.0%

+10.6%5 years · per year$10,000 became $16,526 · $17,246+11.5%

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

0.90%Trailing 12-mo yield$90 · $137 a year on $10k1.37%

−8.5%Worst dropSmaller is better−6.8%

12.9%VolatilityLower is calmer11.6%

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

0–8IWD wins

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

More Ways to See the Pairs

DFAC vs IWD: Top 5 Holdings

Today

DFAC

20.5%in top 5

IWD

in top 522.6%

DFACStockIWD

2.7%AMZN6.1%

5.8%AAPL6.0%

5.0%MSFT5.3%

5.1%NVDAnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

1.9%METAnot top 5

Held in common59.8%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs IWD Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IWDiShares

+11.5%

5 years, per year

DFACIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs IWD

YTD

DimensionalDFAC

+11.2%

IWDiShares

+24.1%

+11.2%Year to date+24.1%

−8.5%Worst drop · 1Y−6.8%

12.9%Volatility · 1Y11.6%

0.9%Yield1.4%

$85.7BAssets$83.3B

4–0IWD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, DFAC

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWD, DFAC

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

DFAC0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWD, DFAC

Today

59.8%most shared, IWD and DFAC

IWDDFAC

IWD—59.8%

DFAC59.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

DFACWorst drop−8.5%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWDDFAC

+24.1%Year to date+11.2%

1.4%Yield0.9%

+29.3%Past year+14.3%

0.18%Fee0.21%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026