Compare · 3 funds side by side · dividends reinvested

OEF, DFAC and IWF

OEFiShares×DFACDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,185OEF · best of the three

02 / 04

OEF, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$87.6B1.5

iShares S&P 100 ETFUS Stock Styles · Large cap0.20%0.86%+11.4%+10.6%+25.8%+13.9%−10.9%13.9%$19.9B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: OEF 2000 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 100 ETF · $19.9B$19,185

OEF

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 48.7% in common

OEFMeasureDFAC

+11.4%Year to dateJan 1 → Nov 4+15.8%

+10.6%1 yearTotal return+17.7%

+25.8%3 years · per year$10,000 became $19,889 · $18,682+23.2%

+13.9%5 years · per year$10,000 became $19,185 · $17,417+11.7%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

0.86%Trailing 12-mo yield$86 · $87 a year on $10k0.87%

−10.9%Worst dropSmaller is better−8.5%

13.9%VolatilityLower is calmer12.3%

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

3–5DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OEF vs DFAC: Top 5 Holdings

Today

OEF

37.3%in top 5

DFAC

in top 520.1%

OEFStockDFAC

10.5%NVDA5.3%

10.1%AAPL5.6%

8.1%MSFT4.8%

5.1%AMZN2.6%

3.4%GOOGLnot top 5

not top 5META1.9%

Held in common48.7%

End-of-day Nov 4, 2026 · share of each fund

OEF vs DFAC Returns, Every Period

iSharesOEF

+13.9%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

OEFDFACFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

OEF vs DFAC

YTD

iSharesOEF

+11.4%

DFACDimensional

+15.8%

+11.4%Year to date+15.8%

−10.9%Worst drop · 1Y−8.5%

13.9%Volatility · 1Y12.3%

0.9%Yield0.9%

$19.9BAssets$87.6B

3–0DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OEF, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

OEF0.20%$20

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OEF, DFAC, IWF

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

OEF0.86%$86

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, OEF

OEF$86 − $20 = $66

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OEF, DFAC, IWF

Today

60.4%most shared, OEF and IWF

OEFDFACIWF

OEF—48.7%60.4%

DFAC48.7%—40.8%

IWF60.4%40.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

OEFWorst drop−10.9%13.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACOEF

+15.8%Year to date+11.4%

0.9%Yield0.9%

+17.7%Past year+10.6%

0.21%Fee0.20%

2–1DFAC wins

End-of-day Nov 4, 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$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026