Compare · 3 funds side by side · dividends reinvested

ONEY, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

ONEY, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Russell 1000 Yield Focus ETFUS Stock Styles · Large cap0.20%2.83%+21.3%+24.9%+19.0%+10.3%−9.1%12.9%$687M1.6

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%$85.7B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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: ONEY 2015 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

ONEY

State Street SPDR Russell 1000 Yield Focus ETF · $687M$16,321

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

DFACMeasureONEY

+11.4%Year to dateJan 1 → Nov 6+21.3%

+13.8%1 yearTotal return+24.9%

+21.0%3 years · per year$10,000 became $17,722 · $16,835+19.0%

+10.6%5 years · per year$10,000 became $16,525 · $16,321+10.3%

0.21%Expense ratio$21 · $20 a year on $10k · lower is better0.20%

0.90%Trailing 12-mo yield$90 · $283 a year on $10k2.83%

−8.5%Worst dropSmaller is better−9.1%

12.9%VolatilityLower is calmer12.9%

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

3–4ONEY wins

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

More Ways to See the Pairs

DFAC vs ONEY: Top 5 Holdings

Today

DFAC

20.4%in top 5

ONEY

in top 511.6%

DFACStockONEY

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

not top 5PGR3.8%

2.7%AMZNnot top 5

not top 5ACN2.2%

not top 5CMCSA2.2%

not top 5ALL1.9%

1.9%METAnot top 5

not top 5CI1.5%

Held in common11.6%

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

DFAC vs ONEY Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

ONEYSPDR

+10.3%

5 years, per year

DFACONEYFaded: behind in that period

2–2Level

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

DFAC vs ONEY

YTD

DimensionalDFAC

+11.4%

ONEYSPDR

+21.3%

+11.4%Year to date+21.3%

−8.5%Worst drop · 1Y−9.1%

12.9%Volatility · 1Y12.9%

0.9%Yield2.8%

$85.7BAssets$687M

2–1ONEY wins

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

Cost, Income and Risk

Fees: ONEY, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

ONEY0.20%$20

DFAC0.21%$21

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

Yields: ONEY, DFAC, IWF

2.83%highest, ONEY

FundTrailing yieldYield$10k

ONEY2.83%$283

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$263most kept, ONEY

ONEY$283 − $20 = $263

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: ONEY, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

ONEYDFACIWF

ONEY—11.6%1.1%

DFAC11.6%—40.2%

IWF1.1%40.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.9%ONEY, at 12.9% volatility

ONEYWorst drop−9.1%12.9% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

ONEYDFAC

+21.3%Year to date+11.4%

2.8%Yield0.9%

+24.9%Past year+13.8%

0.20%Fee0.21%

4–0ONEY 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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026