Compare · 3 funds side by side · dividends reinvested

ONEQ, DFAC and IWF

ONEQFidelity×DFACDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,663ONEQ · best of the three

02 / 04

ONEQ, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.4

Fidelity Nasdaq Composite Index ETFUS Stock Styles · Large cap0.21%0.53%+6.4%+5.4%+24.3%+10.8%−12.7%19.4%$10.4B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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: ONEQ 2003 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Nasdaq Composite Index ETF · $10.4B$16,663

ONEQ

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

ONEQMeasureDFAC

+6.4%Year to dateJan 1 → Nov 6+11.4%

+5.4%1 yearTotal return+13.8%

+24.3%3 years · per year$10,000 became $19,199 · $17,722+21.0%

+10.8%5 years · per year$10,000 became $16,663 · $16,525+10.6%

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

0.53%Trailing 12-mo yield$53 · $90 a year on $10k0.90%

−12.7%Worst dropSmaller is better−8.5%

19.4%VolatilityLower is calmer12.9%

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

2–5DFAC wins

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

More Ways to See the Pairs

ONEQ vs DFAC: Top 5 Holdings

Today

ONEQ

41.7%in top 5

DFAC

in top 520.4%

ONEQStockDFAC

11.7%AAPL5.9%

10.2%NVDA4.8%

9.3%MSFT5.0%

6.6%AMZN2.7%

3.9%GOOGLnot top 5

not top 5META1.9%

Held in common42.7%

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

ONEQ vs DFAC Returns, Every Period

FidelityONEQ

+10.8%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

ONEQDFACFaded: behind in that period

2–2Level

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

ONEQ vs DFAC

YTD

FidelityONEQ

+6.4%

DFACDimensional

+11.4%

+6.4%Year to date+11.4%

−12.7%Worst drop · 1Y−8.5%

19.4%Volatility · 1Y12.9%

0.5%Yield0.9%

$10.4BAssets$85.6B

4–0DFAC wins

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

Cost, Income and Risk

Fees: ONEQ, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

ONEQ0.21%$21

DFAC0.21%$21

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

Yields: ONEQ, DFAC, IWF

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

ONEQ0.53%$53

IWF0.39%$39

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

ONEQ$53 − $21 = $32

IWF$39 − $18 = $21

KeptFee

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

Overlap: ONEQ, DFAC, IWF

Today

61.2%most shared, ONEQ and IWF

ONEQDFACIWF

ONEQ—42.7%61.2%

DFAC42.7%—40.2%

IWF61.2%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

IWFWorst drop−14.6%19.4% vol

ONEQWorst drop−12.7%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFACONEQ

+11.4%Year to date+6.4%

0.9%Yield0.5%

+13.8%Past year+5.4%

0.21%Fee0.21%

3–0DFAC wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026