Compare · 3 funds side by side · dividends reinvested

JPUS, DFAC and IWF

JPUSJ.P. Morgan×DFACDimensional×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,102 · 2022DFAC$16,525JPUS$15,476IWF$15,441Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three
02 / 04

JPUS, DFAC and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
JPMorgan Diversified Return U.S. Equity ETFUS Stock Styles · Large cap0.18%2.03%+14.8%+17.7%+17.7%+9.1%−6.9%10.4%$472M1.4
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%$85.7B1.9
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6
Rank among the three1st → 3rdFee, 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: JPUS 2015 · DFAC 2005 · IWF 2000
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Head to Head

5Y
JPMorgan Diversified Return U.S. Equity ETF · $472M$15,476
JPUS
DFAC
Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 28.7% in common

JPUSMeasureDFAC
+14.8%Year to dateJan 1 → Nov 6+11.4%
+17.7%1 yearTotal return+13.8%
+17.7%3 years · per year$10,000 became $16,287 · $17,722+21.0%
+9.1%5 years · per year$10,000 became $15,476 · $16,525+10.6%
0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%
2.03%Trailing 12-mo yield$203 · $90 a year on $10k0.90%
−6.9%Worst dropSmaller is better−8.5%
10.4%VolatilityLower is calmer12.9%
JPUSDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side
6–2JPUS wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

JPUS vs DFAC: Top 5 Holdings

Today
JPUS
2.3%in top 5
in top 520.4%
JPUSStockDFAC
not top 5AAPL5.9%
not top 5MSFT5.0%
not top 5NVDA4.8%
not top 5AMZN2.7%
not top 5META1.9%
0.5%EXELnot top 5
0.5%EDnot top 5
0.5%WSMnot top 5
0.5%HSTnot top 5
0.5%GILDnot top 5
Held in common28.7%
End-of-day Nov 6, 2026 · share of each fund
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JPUS vs DFAC Returns, Every Period

5Y
J.P. MorganJPUS
+9.1%
5 years, per year
DFACDimensional
+10.6%
5 years, per year
0%+10%+20%+30%+14.8%+11.4%YTD+17.7%+13.8%1 year+17.7%+21.0%3 yrs · yr+9.1%+10.6%5 yrs · yr
JPUSDFACFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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JPUS vs DFAC

YTD
J.P. MorganJPUS
+14.8%
DFACDimensional
+11.4%
Jan 1Nov 6+14.8%+11.4%
+14.8%Year to date+11.4%
−6.9%Worst drop · 1Y−8.5%
10.4%Volatility · 1Y12.9%
2.0%Yield0.9%
$472MAssets$85.7B
4–0JPUS wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
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Cost, Income and Risk

Fees: JPUS, DFAC, IWF

Today
0.18%lowest, JPUS
FundExpense ratioFee$10k
JPUS0.18%$18
IWF0.18%$18
DFAC0.21%$21
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JPUS, DFAC, IWF

1Y
2.03%highest, JPUS
FundTrailing yieldYield$10k
JPUS2.03%$203
DFAC0.90%$90
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$185most kept, JPUS
JPUS$203 − $18 = $185
DFAC$90 − $21 = $69
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JPUS, DFAC, IWF

Today
40.2%most shared, DFAC and IWF
JPUSDFACIWF
JPUS—28.7%8.7%
DFAC28.7%—40.2%
IWF8.7%40.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+17.7%JPUS, at 10.4% volatility
−10%0%+10%+20%5%10%15%20%25%Volatility · 1 year → bumpierJPUS +17.7%DFAC +13.8%IWF −6.5%
JPUSWorst drop−6.9%10.4% vol
DFACWorst drop−8.5%12.9% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+14.8%+11.4%
+14.8%Year to date+11.4%
2.0%Yield0.9%
+17.7%Past year+13.8%
0.18%Fee0.21%
4–0JPUS wins
End-of-day Nov 6, 2026
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Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com