Compare · 3 funds side by side · dividends reinvested

PRFZ, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

PRFZ, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.4

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.83%+17.3%+21.6%+20.2%+7.9%−10.4%17.5%$2.6B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: PRFZ 2006 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

PRFZ

Invesco RAFI US 1500 Small-Mid ETF · $2.6B$14,627

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

DFACMeasurePRFZ

+14.1%Year to dateJan 1 → Nov 9+17.3%

+17.7%1 yearTotal return+21.6%

+21.2%3 years · per year$10,000 became $17,787 · $17,368+20.2%

+11.0%5 years · per year$10,000 became $16,820 · $14,627+7.9%

0.21%Expense ratio$21 · $36 a year on $10k · lower is better0.36%

0.88%Trailing 12-mo yield$88 · $83 a year on $10k0.83%

−8.5%Worst dropSmaller is better−10.4%

13.1%VolatilityLower is calmer17.5%

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

6–2DFAC wins

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

More Ways to See the Pairs

DFAC vs PRFZ: Top 5 Holdings

Today

DFAC

20.4%in top 5

PRFZ

in top 52.1%

DFACStockPRFZ

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5SN0.5%

not top 5DOCU0.4%

not top 5PAYC0.4%

not top 5ROIV0.4%

not top 5CBRL0.4%

Held in common9.8%

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

DFAC vs PRFZ Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

PRFZInvesco

+7.9%

5 years, per year

DFACPRFZFaded: behind in that period

2–2Level

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

DFAC vs PRFZ

YTD

DimensionalDFAC

+14.1%

PRFZInvesco

+17.3%

+14.1%Year to date+17.3%

−8.5%Worst drop · 1Y−10.4%

13.1%Volatility · 1Y17.5%

0.9%Yield0.8%

$87.7BAssets$2.6B

3–1DFAC wins

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

Cost, Income and Risk

Fees: PRFZ, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

PRFZ0.36%$36

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PRFZ, DFAC, IWF

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

PRFZ0.83%$83

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

PRFZ$83 − $36 = $47

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PRFZ, DFAC, IWF

Today

40.3%most shared, DFAC and IWF

PRFZDFACIWF

PRFZ—9.8%3.2%

DFAC9.8%—40.3%

IWF3.2%40.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.6%PRFZ, at 17.5% volatility

DFACWorst drop−8.5%13.1% vol

PRFZWorst drop−10.4%17.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFACPRFZ

+14.1%Year to date+17.3%

0.9%Yield0.8%

+17.7%Past year+21.6%

0.21%Fee0.36%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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