Compare · 2 funds side by side · dividends reinvested

IWV and DFAC

IWViShares×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

IWV 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 3000 ETFUS Stock Styles · Large cap0.20%0.88%+11.5%+11.7%+23.6%+11.0%−8.9%12.8%$20.2B1.6

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: IWV 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 3000 ETF · $20.2B$16,814

IWV

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 74.3% in common

IWVMeasureDFAC

+11.5%Year to dateJan 1 → Nov 3+14.1%

+11.7%1 yearTotal return+16.0%

+23.6%3 years · per year$10,000 became $18,881 · $18,595+23.0%

+11.0%5 years · per year$10,000 became $16,814 · $16,976+11.2%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

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

−8.9%Worst dropSmaller is better−8.5%

12.8%VolatilityLower is calmer12.2%

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

2–5DFAC wins

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

More Ways to See the Pairs

IWV vs DFAC: Top 5 Holdings

Today

IWV

24.2%in top 5

DFAC

in top 519.9%

IWVStockDFAC

6.9%AAPL5.7%

6.6%NVDA5.2%

5.3%MSFT4.7%

3.2%AMZN2.5%

2.2%GOOGLnot top 5

not top 5META1.9%

Held in common74.3%

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

IWV vs DFAC Returns, Every Period

iSharesIWV

+11.0%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

IWVDFACFaded: behind in that period

1–3DFAC wins

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

IWV vs DFAC

YTD

iSharesIWV

+11.5%

DFACDimensional

+14.1%

+11.5%Year to date+14.1%

−8.9%Worst drop · 1Y−8.5%

12.8%Volatility · 1Y12.2%

0.9%Yield0.9%

$20.2BAssets$87.6B

3–0DFAC wins

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

Cost, Income and Risk

Fees: IWV, DFAC

Today

0.20%lowest, IWV

FundExpense ratioFee$10k

IWV0.20%$20

DFAC0.21%$21

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

Yields: IWV, DFAC

0.88%highest, IWV

FundTrailing yieldYield$10k

IWV0.88%$88

DFAC0.88%$88

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

Income After Fees on $10,000

$68most kept, IWV

IWV$88 − $20 = $68

DFAC$88 − $21 = $67

KeptFee

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

Overlap: IWV, DFAC

Today

74.3%most shared, IWV and DFAC

IWVDFAC

IWV—74.3%

DFAC74.3%—

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

IWVWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

IWVDFAC

+11.5%Year to date+14.1%

0.9%Yield0.9%

+11.7%Past year+16.0%

0.20%Fee0.21%

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