Compare · 3 funds side by side · dividends reinvested

LRGF, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,000LRGF · best of the three

02 / 04

LRGF, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.10%+8.8%+8.9%+22.2%+12.5%−8.7%13.6%$3.6B1.5

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%$85.6B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9

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: LRGF 2015 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

LRGF

iShares U.S. Equity Factor ETF · $3.6B$18,000

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

DFACMeasureLRGF

+11.4%Year to dateJan 1 → Nov 6+8.8%

+13.8%1 yearTotal return+8.9%

+21.0%3 years · per year$10,000 became $17,722 · $18,250+22.2%

+10.6%5 years · per year$10,000 became $16,525 · $18,000+12.5%

0.21%Expense ratio$21 · $8 a year on $10k · lower is better0.08%

0.90%Trailing 12-mo yield$90 · $110 a year on $10k1.10%

−8.5%Worst dropSmaller is better−8.7%

12.9%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

DFAC vs LRGF: Top 5 Holdings

Today

DFAC

20.4%in top 5

LRGF

in top 526.3%

DFACStockLRGF

5.9%AAPL7.4%

4.8%NVDA6.4%

5.0%MSFT5.7%

not top 5GOOG3.4%

2.7%AMZN3.4%

1.9%METAnot top 5

Held in common55.7%

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

DFAC vs LRGF Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

LRGFiShares

+12.5%

5 years, per year

DFACLRGFFaded: behind in that period

2–2Level

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

DFAC vs LRGF

YTD

DimensionalDFAC

+11.4%

LRGFiShares

+8.8%

+11.4%Year to date+8.8%

−8.5%Worst drop · 1Y−8.7%

12.9%Volatility · 1Y13.6%

0.9%Yield1.1%

$85.6BAssets$3.6B

3–1DFAC wins

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

Cost, Income and Risk

Fees: LRGF, DFAC, IWF

Today

0.08%lowest, LRGF

FundExpense ratioFee$10k

LRGF0.08%$8

IWF0.18%$18

DFAC0.21%$21

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

Yields: LRGF, DFAC, IWF

1.10%highest, LRGF

FundTrailing yieldYield$10k

LRGF1.10%$110

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$102most kept, LRGF

LRGF$110 − $8 = $102

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: LRGF, DFAC, IWF

Today

55.7%most shared, LRGF and DFAC

LRGFDFACIWF

LRGF—55.7%48.9%

DFAC55.7%—40.2%

IWF48.9%40.2%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

LRGFWorst drop−8.7%13.6% 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

LRGFDFAC

+8.8%Year to date+11.4%

1.1%Yield0.9%

+8.9%Past year+13.8%

0.08%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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