Compare · 3 funds side by side · dividends reinvested

PBUS, DFAC and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,171PBUS · best of the three

Story of the three · IncomeMost incomePBUS · 1.01% · $101 a year on $10k

Story of the three · RiskSmallest drop

PBUS, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.01%+12.1%+12.4%+22.0%+11.4%−9.0%13.9%$10.5B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: PBUS 2017 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

DFAC

IWF

iShares Russell 1000 Growth ETF · $119B$15,927

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

DFAC

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

19.9%in top 5

IWF

in top 538.3%

DFACStockIWF

4.4%NVDA12.7%

5.9%AAPL8.8%

4.9%MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: PBUS, DFAC, IWF

Today

0.04%lowest, PBUS

FundExpense ratioFee$10k

PBUS0.04%$4

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PBUS, DFAC, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

IWF

+14.9%Year to dateJan 1 → Nov 11−1.2%

+16.5%1 yearTotal return−2.8%

+21.0%3 years · per year$10,000 became $17,728 · $17,180+19.8%

+10.9%5 years · per year$10,000 became $16,748 · $15,927+9.8%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.87%Trailing 12-mo yield$87 · $37 a year on $10k0.37%

−8.5%Worst dropSmaller is better−14.6%

13.0%VolatilityLower is calmer19.6%

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

7–1DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

2.8%AMZNnot top 5

2.0%METAnot top 5

Held in common40.2%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs IWF Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

IWFiShares

+9.8%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs PBUS

YTD

DimensionalDFAC

+14.9%

PBUSInvesco

+12.1%

+14.9%Year to date+12.1%

−8.5%Worst drop · 1Y−9.0%

13.0%Volatility · 1Y13.9%

0.9%Yield1.0%

$88.3BAssets$10.5B

3–1DFAC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.01%highest, PBUS

FundTrailing yieldYield$10k

PBUS1.01%$101

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$97most kept, PBUS

PBUS$101 − $4 = $97

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PBUS, DFAC, IWF

Today

68.7%most shared, PBUS and DFAC

PBUSDFACIWF

PBUS—68.7%56.4%

DFAC68.7%—40.2%

IWF56.4%40.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

PBUSWorst drop−9.0%13.9% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PBUSDFAC

+12.1%Year to date+14.9%

1.0%Yield0.9%

+12.4%Past year+16.5%

0.04%Fee0.21%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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PBUS, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three