Compare · 2 funds side by side · dividends reinvested

IYY and DFAC

IYYiShares×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

IYY and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.4

iShares Dow Jones U.S. ETFUS Stock Styles · Large cap0.20%0.87%+13.1%+13.1%+23.9%+11.6%−8.9%13.0%$3.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IYY 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Dow Jones U.S. ETF · $3.0B$17,349

IYY

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 72.7% in common

IYYMeasureDFAC

+13.1%Year to dateJan 1 → Nov 4+15.8%

+13.1%1 yearTotal return+17.7%

+23.9%3 years · per year$10,000 became $19,024 · $18,682+23.2%

+11.6%5 years · per year$10,000 became $17,349 · $17,417+11.7%

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

0.87%Trailing 12-mo yield$87 · $87 a year on $10k0.87%

−8.9%Worst dropSmaller is better−8.5%

13.0%VolatilityLower is calmer12.3%

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

2–5DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYY vs DFAC: Top 5 Holdings

Today

IYY

25.4%in top 5

DFAC

in top 520.1%

IYYStockDFAC

7.1%NVDA5.3%

6.9%AAPL5.6%

5.5%MSFT4.8%

3.5%AMZN2.6%

2.3%GOOGLnot top 5

not top 5META1.9%

Held in common72.7%

End-of-day Nov 4, 2026 · share of each fund

IYY vs DFAC Returns, Every Period

iSharesIYY

+11.6%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

IYYDFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IYY vs DFAC

YTD

iSharesIYY

+13.1%

DFACDimensional

+15.8%

+13.1%Year to date+15.8%

−8.9%Worst drop · 1Y−8.5%

13.0%Volatility · 1Y12.3%

0.9%Yield0.9%

$3.0BAssets$87.6B

3–0DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYY, DFAC

Today

0.20%lowest, IYY

FundExpense ratioFee$10k

IYY0.20%$20

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IYY, DFAC

0.87%highest, IYY

FundTrailing yieldYield$10k

IYY0.87%$87

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, IYY

IYY$87 − $20 = $67

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IYY, DFAC

Today

72.7%most shared, IYY and DFAC

IYYDFAC

IYY—72.7%

DFAC72.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

IYYWorst drop−8.9%13.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IYYDFAC

+13.1%Year to date+15.8%

0.9%Yield0.9%

+13.1%Past year+17.7%

0.20%Fee0.21%

2–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026