Compare · 3 funds side by side · dividends reinvested

QUS, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,601QUS · best of the three

02 / 04

QUS, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR MSCI USA StrategicFactors ETFUS Stock Styles · Large cap0.15%1.25%+12.0%+15.3%+19.6%+10.7%−6.8%9.8%$1.6B1.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: QUS 2015 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI USA StrategicFactors ETF · $1.6B$16,601

QUS

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 55.4% in common

QUSMeasureDFAC

+12.0%Year to dateJan 1 → Nov 5+11.2%

+15.3%1 yearTotal return+14.3%

+19.6%3 years · per year$10,000 became $17,098 · $17,812+21.2%

+10.7%5 years · per year$10,000 became $16,601 · $16,526+10.6%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

1.25%Trailing 12-mo yield$125 · $90 a year on $10k0.90%

−6.8%Worst dropSmaller is better−8.5%

9.8%VolatilityLower is calmer12.9%

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

7–1QUS wins

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

More Ways to See the Pairs

QUS vs DFAC: Top 5 Holdings

Today

QUS

14.4%in top 5

DFAC

in top 520.5%

QUSStockDFAC

3.3%AAPL5.8%

2.4%NVDA5.1%

3.9%MSFT5.0%

not top 5AMZN2.7%

2.6%LLYnot top 5

2.2%Vnot top 5

not top 5META1.9%

Held in common55.4%

End-of-day Nov 5, 2026 · share of each fund

QUS vs DFAC Returns, Every Period

SPDRQUS

+10.7%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

QUSDFACFaded: behind in that period

3–1QUS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

QUS vs DFAC

YTD

SPDRQUS

+12.0%

DFACDimensional

+11.2%

+12.0%Year to date+11.2%

−6.8%Worst drop · 1Y−8.5%

9.8%Volatility · 1Y12.9%

1.3%Yield0.9%

$1.6BAssets$85.7B

4–0QUS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QUS, DFAC, IWF

Today

0.15%lowest, QUS

FundExpense ratioFee$10k

QUS0.15%$15

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: QUS, DFAC, IWF

1.25%highest, QUS

FundTrailing yieldYield$10k

QUS1.25%$125

DFAC0.90%$90

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, QUS

QUS$125 − $15 = $110

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: QUS, DFAC, IWF

Today

55.4%most shared, QUS and DFAC

QUSDFACIWF

QUS—55.4%39.7%

DFAC55.4%—40.8%

IWF39.7%40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%QUS, at 9.8% volatility

QUSWorst drop−6.8%9.8% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

QUSDFAC

+12.0%Year to date+11.2%

1.3%Yield0.9%

+15.3%Past year+14.3%

0.15%Fee0.21%

4–0QUS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026