Compare · 2 funds side by side · dividends reinvested

IWL and DFAC

IWLiShares×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,089IWL · best of the two

02 / 04

IWL and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.4

iShares Russell Top 200 ETFUS Stock Styles · Large cap0.15%0.85%+10.2%+10.2%+24.5%+12.6%−9.8%13.3%$2.2B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: IWL 2009 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

DFAC

IWL

iShares Russell Top 200 ETF · $2.2B$18,089

$10,000 five years ago, dividends reinvested · they hold 57.5% in common

DFACMeasureIWL

+14.1%Year to dateJan 1 → Nov 3+10.2%

+16.0%1 yearTotal return+10.2%

+23.0%3 years · per year$10,000 became $18,595 · $19,316+24.5%

+11.2%5 years · per year$10,000 became $16,976 · $18,089+12.6%

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

0.88%Trailing 12-mo yield$88 · $85 a year on $10k0.85%

−8.5%Worst dropSmaller is better−9.8%

12.2%VolatilityLower is calmer13.3%

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

5–3DFAC wins

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

More Ways to See the Pairs

DFAC vs IWL: Top 5 Holdings

Today

DFAC

19.9%in top 5

IWL

in top 531.3%

DFACStockIWL

5.7%AAPL8.9%

5.2%NVDA8.5%

4.7%MSFT6.9%

2.5%AMZN4.2%

not top 5GOOGL2.9%

1.9%METAnot top 5

Held in common57.5%

End-of-day Nov 3, 2026 · share of each fund

DFAC vs IWL Returns, Every Period

DimensionalDFAC

+11.2%

5 years, per year

IWLiShares

+12.6%

5 years, per year

DFACIWLFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAC vs IWL

YTD

DimensionalDFAC

+14.1%

IWLiShares

+10.2%

+14.1%Year to date+10.2%

−8.5%Worst drop · 1Y−9.8%

12.2%Volatility · 1Y13.3%

0.9%Yield0.9%

$87.6BAssets$2.2B

3–0DFAC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWL, DFAC

Today

0.15%lowest, IWL

FundExpense ratioFee$10k

IWL0.15%$15

DFAC0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWL, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

IWL0.85%$85

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, IWL

IWL$85 − $15 = $70

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWL, DFAC

Today

57.5%most shared, IWL and DFAC

IWLDFAC

IWL—57.5%

DFAC57.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

IWLWorst drop−9.8%13.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFACIWL

+14.1%Year to date+10.2%

0.9%Yield0.9%

+16.0%Past year+10.2%

0.21%Fee0.15%

2–1DFAC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026