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$16,525DFAC · 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%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.4

iShares Dow Jones U.S. ETFUS Stock Styles · Large cap0.20%0.91%+8.5%+9.3%+21.6%+10.5%−8.9%13.7%$2.9B1.6

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

End-of-day Nov 6, 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 · $2.9B$16,470

IYY

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

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

IYYMeasureDFAC

+8.5%Year to dateJan 1 → Nov 6+11.4%

+9.3%1 yearTotal return+13.8%

+21.6%3 years · per year$10,000 became $17,962 · $17,722+21.0%

+10.5%5 years · per year$10,000 became $16,470 · $16,525+10.6%

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

0.91%Trailing 12-mo yield$91 · $90 a year on $10k0.90%

−8.9%Worst dropSmaller is better−8.5%

13.7%VolatilityLower is calmer12.9%

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

3–5DFAC wins

End-of-day Nov 6, 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

25.9%in top 5

DFAC

in top 520.4%

IYYStockDFAC

7.4%AAPL5.9%

6.5%NVDA4.8%

5.8%MSFT5.0%

3.8%AMZN2.7%

2.4%GOOGLnot top 5

not top 5META1.9%

Held in common72.7%

End-of-day Nov 6, 2026 · share of each fund

IYY vs DFAC Returns, Every Period

iSharesIYY

+10.5%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

IYYDFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IYY vs DFAC

YTD

iSharesIYY

+8.5%

DFACDimensional

+11.4%

+8.5%Year to date+11.4%

−8.9%Worst drop · 1Y−8.5%

13.7%Volatility · 1Y12.9%

0.9%Yield0.9%

$2.9BAssets$85.6B

3–0DFAC wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: IYY, DFAC

0.91%highest, IYY

FundTrailing yieldYield$10k

IYY0.91%$91

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$71most kept, IYY

IYY$91 − $20 = $71

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IYYWorst drop−8.9%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IYYDFAC

+8.5%Year to date+11.4%

0.9%Yield0.9%

+9.3%Past year+13.8%

0.20%Fee0.21%

2–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026