Compare · 4 funds side by side · dividends reinvested

MSOS, DFAC, VUG and IWF

MSOSAdvisorShares×DFACDimensional×VUGVanguard×IWFiShares×

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, VUG and IWF, 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%$87.7B1.4

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%$118B2.9

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

MSOS

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

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

MSOSMeasureDFAC

−13.8%Year to dateJan 1 → Nov 9+14.1%

+4.1%1 yearTotal return+17.7%

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

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

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

0.00%Trailing 12-mo yield$0 · $88 a year on $10k0.88%

−52.9%Worst dropSmaller is better−8.5%

93.2%VolatilityLower is calmer13.1%

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

0–8DFAC wins

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

More Ways to See the Pairs

MSOS vs DFAC: Top 5 Holdings

Today

MSOS

58.7%in top 5

DFAC

in top 520.4%

MSOSStockDFAC

23.3%TRLVnot top 5

18.8%CURLFnot top 5

10.9%GTBIFnot top 5

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

3.5%VRNOnot top 5

not top 5AMZN2.7%

2.2%CRLBFnot top 5

not top 5META1.9%

Held in common0.0%

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

MSOS vs DFAC Returns, Every Period

AdvisorSharesMSOS

−31.8%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

MSOSDFACFaded: behind in that period

0–4DFAC wins

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

MSOS vs DFAC

YTD

AdvisorSharesMSOS

−13.8%

DFACDimensional

+14.1%

−13.8%Year to date+14.1%

−52.9%Worst drop · 1Y−8.5%

93.2%Volatility · 1Y13.1%

0.0%Yield0.9%

$793MAssets$87.7B

4–0DFAC wins

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

Cost, Income and Risk

Fees: MSOS, DFAC, VUG, IWF

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, VUG, IWF

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, VUG, IWF

Today

78.1%most shared, VUG and IWF

MSOSDFACVUGIWF

MSOS—0.0%0.0%0.0%

DFAC0.0%—35.8%40.3%

VUG0.0%35.8%—78.1%

IWF0.0%40.3%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$61.4B

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%

$122BAssets$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