Compare · 3 funds side by side · dividends reinvested

SHE, DFAC and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,580DFAC · best of the three

Story of the three · IncomeMost incomeSHE · 1.14% · $114 a year on $10k

Story of the three · RiskSmallest drop

SHE, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR MSCI USA Gender Diversity ETFUS Stock Styles · Large cap0.20%1.14%+17.6%+18.9%+22.3%+8.8%−8.6%15.2%$338M1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$88.3B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: SHE 2016 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

DFAC

SHE

State Street SPDR MSCI USA Gender Diversity ETF · $338M$15,261

$10,000 five years ago, dividends reinvested · they hold 34.6% in common

DFAC

More Ways to See the Pairs

DFAC vs SHE: Top 5 Holdings

Today

DFAC

19.8%in top 5

SHE

in top 521.8%

DFACStockSHE

5.9%AAPLnot top 5

not top 5AMD5.5%

4.7%MSFT5.0%

4.4%NVDA3.7%

not top 5MU

Cost, Income and Risk

Fees: SHE, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SHE0.20%$20

DFAC0.21%$21

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SHE, DFAC, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SHE

+14.1%Year to dateJan 1 → Nov 12+17.6%

+15.4%1 yearTotal return+18.9%

+20.7%3 years · per year$10,000 became $17,581 · $18,291+22.3%

+10.6%5 years · per year$10,000 became $16,580 · $15,261+8.8%

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

0.88%Trailing 12-mo yield$88 · $114 a year on $10k1.14%

−8.5%Worst dropSmaller is better−8.6%

13.1%VolatilityLower is calmer15.2%

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

3–5SHE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%

not top 5NFLX3.7%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common34.6%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs SHE Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

SHESPDR

+8.8%

5 years, per year

DFACSHEFaded: behind in that period

1–3SHE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs SHE

YTD

DimensionalDFAC

+14.1%

SHESPDR

+17.6%

+14.1%Year to date+17.6%

−8.5%Worst drop · 1Y−8.6%

13.1%Volatility · 1Y15.2%

0.9%Yield1.1%

$88.3BAssets$338M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.14%highest, SHE

FundTrailing yieldYield$10k

SHE1.14%$114

DFAC0.88%$88

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$94most kept, SHE

SHE$114 − $20 = $94

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SHE, DFAC, IWF

Today

40.4%most shared, DFAC and IWF

SHEDFACIWF

SHE—34.6%28.7%

DFAC34.6%—40.4%

IWF28.7%40.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.9%SHE, at 15.2% volatility

DFACWorst drop−8.5%13.1% vol

SHEWorst drop−8.6%15.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SHEDFAC

+17.6%Year to date+14.1%

1.1%Yield0.9%

+18.9%Past year+15.4%

0.20%Fee0.21%

4–0SHE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SHE, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three