Compare · 3 funds side by side · dividends reinvested

LSAF, DFAC and IWF

LSAFLeader Shares×DFACDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493LSAF · best of the three

02 / 04

LSAF, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderSharesTM AlphaFactor US Core Equity ETFUS Stock Styles · Large cap0.75%0.53%+29.9%+33.9%+25.3%+12.5%−6.6%14.3%$133M1.5

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%$89.2B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: LSAF 2018 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

LeaderSharesTM AlphaFactor US Core Equity ETF · $133M$17,493

LSAF

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

LSAFMeasureDFAC

+29.9%Year to dateJan 1 → Nov 5+15.8%

+33.9%1 yearTotal return+17.7%

+25.3%3 years · per year$10,000 became $19,671 · $18,682+23.2%

+12.5%5 years · per year$10,000 became $18,041 · $17,417+11.7%

0.75%Expense ratio$75 · $21 a year on $10k · lower is better0.21%

0.53%Trailing 12-mo yield$53 · $87 a year on $10k0.87%

−6.6%Worst dropSmaller is better−8.5%

14.3%VolatilityLower is calmer12.3%

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

5–3LSAF wins

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

More Ways to See the Pairs

LSAF vs DFAC: Top 5 Holdings

Today

LSAF

6.0%in top 5

DFAC

in top 520.5%

LSAFStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

1.2%CARTnot top 5

1.2%CROXnot top 5

1.2%ETSYnot top 5

1.2%SWKnot top 5

1.2%DLTRnot top 5

Held in common6.5%

End-of-day Nov 5, 2026 · share of each fund

LSAF vs DFAC Returns, Every Period

Leader SharesLSAF

+12.5%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

LSAFDFACFaded: behind in that period

4–0LSAF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LSAF vs DFAC

YTD

Leader SharesLSAF

+29.9%

DFACDimensional

+15.8%

+29.9%Year to date+15.8%

−6.6%Worst drop · 1Y−8.5%

14.3%Volatility · 1Y12.3%

0.5%Yield0.9%

$133MAssets$89.2B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSAF, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

LSAF0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LSAF, DFAC, IWF

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

LSAF0.53%$53

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

LSAF$53 − $75 = −$22

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LSAF, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

LSAFDFACIWF

LSAF—6.5%1.8%

DFAC6.5%—40.8%

IWF1.8%40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.9%LSAF, at 14.3% volatility

DFACWorst drop−8.5%12.3% vol

LSAFWorst drop−6.6%14.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACLSAF

+15.8%Year to date+29.9%

0.9%Yield0.5%

+17.7%Past year+33.9%

0.21%Fee0.75%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026