Compare · 4 funds side by side · dividends reinvested

MSOS, DFAC, IWF and VUG

MSOSAdvisorShares×DFACDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

MSOS, DFAC, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

AdvisorShares Pure US Cannabis ETFUS Stock Styles · Large cap0.75%0.00%−13.8%+4.1%−10.7%−31.8%−52.9%93.2%$793M3.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MSOS 2020 · DFAC 2005 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

MSOS

AdvisorShares Pure US Cannabis ETF · $793M$1,476

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFACMeasureMSOS

+14.1%Year to dateJan 1 → Nov 9−13.8%

+17.7%1 yearTotal return+4.1%

+21.2%3 years · per year$10,000 became $17,787 · $7,128−10.7%

+11.0%5 years · per year$10,000 became $16,820 · $1,476−31.8%

0.21%Expense ratio$21 · $75 a year on $10k · lower is better0.75%

0.88%Trailing 12-mo yield$88 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−52.9%

13.1%VolatilityLower is calmer93.2%

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

8–0DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs MSOS: Top 5 Holdings

Today

DFAC

20.4%in top 5

MSOS

in top 558.7%

DFACStockMSOS

not top 5TRLV23.3%

not top 5CURLF18.8%

not top 5GTBIF10.9%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

not top 5VRNO3.5%

2.7%AMZNnot top 5

not top 5CRLBF2.2%

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs MSOS Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

MSOSAdvisorShares

−31.8%

5 years, per year

DFACMSOSFaded: behind in that period

4–0DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs VUG

YTD

DimensionalDFAC

+14.1%

VUGVanguard

+4.2%

+14.1%Year to date+4.2%

−8.5%Worst drop · 1Y−15.1%

13.1%Volatility · 1Y19.1%

0.9%Yield0.4%

$85.6BAssets$233B

4–0DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSOS, DFAC, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

MSOS0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MSOS, DFAC, IWF, VUG

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

VUG0.41%$41

IWF0.38%$38

MSOS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

MSOS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MSOS, DFAC, IWF, VUG

Today

78.1%most shared, IWF and VUG

MSOSDFACIWFVUG

MSOS—0.0%0.0%0.0%

DFAC0.0%—40.3%35.8%

IWF0.0%40.3%—78.1%

VUG0.0%35.8%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

MSOSWorst drop−52.9%93.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFACVUG

+14.1%Year to date+4.2%

0.9%Yield0.4%

+17.7%Past year+4.7%

0.21%Fee0.03%

3–1DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026