Compare · 4 funds side by side · dividends reinvested

KNOW, DFAC, IWF and VUG

KNOWMason Capital×DFACDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

KNOW, DFAC, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fundamentals First ETFUS Stock Styles · Large cap1.10%1.24%+12.0%+14.3%[…][…]−6.7%9.7%$9M1.5

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%$85.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

Rank among the four1st → 4thFee, 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: KNOW 2024 · DFAC 2005 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fundamentals First ETF · $9M[…]

KNOW

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

KNOWMeasureDFAC

+12.0%Year to dateJan 1 → Nov 6+11.4%

+14.3%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

1.10%Expense ratio$110 · $21 a year on $10k · lower is better0.21%

1.24%Trailing 12-mo yield$124 · $90 a year on $10k0.90%

−6.7%Worst dropSmaller is better−8.5%

9.7%VolatilityLower is calmer12.9%

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

5–1KNOW wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KNOW vs DFAC: Top 5 Holdings

Today

KNOW

10.0%in top 5

DFAC

in top 520.4%

KNOWStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

2.2%GOOGnot top 5

2.1%TSMnot top 5

2.0%GWWnot top 5

not top 5META1.9%

1.9%NVSnot top 5

1.8%IBDUnot top 5

Held in common5.5%

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

KNOW vs DFAC Returns, Every Period

Mason CapitalKNOW

+14.3%

past year

DFACDimensional

+13.8%

past year

KNOWDFACFaded: behind in that period

2–0KNOW wins

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

KNOW vs DFAC

YTD

Mason CapitalKNOW

+12.0%

DFACDimensional

+11.4%

+12.0%Year to date+11.4%

−6.7%Worst drop · 1Y−8.5%

9.7%Volatility · 1Y12.9%

1.2%Yield0.9%

$8.5MAssets$85.6B

4–0KNOW wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KNOW, DFAC, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

KNOW1.10%$110

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

Yields: KNOW, DFAC, IWF, VUG

1.24%highest, KNOW

FundTrailing yieldYield$10k

KNOW1.24%$124

DFAC0.90%$90

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KNOW$124 − $110 = $14

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: KNOW, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

KNOWDFACIWFVUG

KNOW—5.5%5.3%5.7%

DFAC5.5%—40.2%35.7%

IWF5.3%40.2%—78.0%

VUG5.7%35.7%78.0%—

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

Return vs Bumpiness: 4 ETFs

+14.3%KNOW, at 9.7% volatility

KNOWWorst drop−6.7%9.7% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

KNOWDFAC

+12.0%Year to date+11.4%

1.2%Yield0.9%

+14.3%Past year+13.8%

1.10%Fee0.21%

3–1KNOW wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026