Compare · 3 funds side by side · dividends reinvested

IWV, DFAC and VUG

IWViShares×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

IWV, DFAC and VUG, 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%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.6

iShares Russell 3000 ETFUS Stock Styles · Large cap0.20%0.88%+11.4%+13.6%+21.6%+10.7%−8.9%13.8%$20.4B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWV 2000 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 3000 ETF · $20.4B$16,641

IWV

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

$10,000 five years ago, dividends reinvested · they hold 74.6% in common

IWVMeasureDFAC

+11.4%Year to dateJan 1 → Nov 9+14.1%

+13.6%1 yearTotal return+17.7%

+21.6%3 years · per year$10,000 became $17,991 · $17,787+21.2%

+10.7%5 years · per year$10,000 became $16,641 · $16,820+11.0%

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%

13.8%VolatilityLower is calmer13.1%

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

2–5DFAC wins

End-of-day Nov 9, 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

24.6%in top 5

DFAC

in top 520.4%

IWVStockDFAC

7.0%AAPL5.9%

6.1%NVDA4.9%

5.6%MSFT5.0%

3.6%AMZN2.7%

2.3%GOOGLnot top 5

not top 5META1.9%

Held in common74.6%

End-of-day Nov 9, 2026 · share of each fund

IWV vs DFAC Returns, Every Period

iSharesIWV

+10.7%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

IWVDFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWV vs DFAC

YTD

iSharesIWV

+11.4%

DFACDimensional

+14.1%

+11.4%Year to date+14.1%

−8.9%Worst drop · 1Y−8.5%

13.8%Volatility · 1Y13.1%

0.9%Yield0.9%

$20.4BAssets$87.7B

3–0DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWV, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWV0.20%$20

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWV, DFAC, VUG

0.88%highest, IWV

FundTrailing yieldYield$10k

IWV0.88%$88

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$68most kept, IWV

IWV$88 − $20 = $68

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWV, DFAC, VUG

Today

74.6%most shared, IWV and DFAC

IWVDFACVUG

IWV—74.6%49.7%

DFAC74.6%—35.8%

VUG49.7%35.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

IWVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWVDFAC

+11.4%Year to date+14.1%

0.9%Yield0.9%

+13.6%Past year+17.7%

0.20%Fee0.21%

2–1DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026