Compare · 3 funds side by side · dividends reinvested

SIMS, 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

SIMS, 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%$87.7B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.56%+7.3%−1.1%+15.1%−0.5%−13.3%22.7%$8M2.5

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: SIMS 2017 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,746

SIMS

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SIMSMeasureIWF

+7.3%Year to dateJan 1 → Nov 9−2.5%

−1.1%1 yearTotal return−2.2%

+15.1%3 years · per year$10,000 became $15,265 · $17,207+19.8%

−0.5%5 years · per year$10,000 became $9,746 · $15,892+9.7%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

0.56%Trailing 12-mo yield$56 · $38 a year on $10k0.38%

−13.3%Worst dropSmaller is better−14.6%

22.7%VolatilityLower is calmer19.5%

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

4–4Level

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

More Ways to See the Pairs

SIMS vs IWF: Top 5 Holdings

Today

SIMS

18.7%in top 5

IWF

in top 539.7%

SIMSStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.0%TTEKnot top 5

3.9%ADTnot top 5

3.8%VLTOnot top 5

3.8%ALRMnot top 5

3.3%ITRInot top 5

Held in common2.7%

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

SIMS vs IWF Returns, Every Period

SPDRSIMS

−0.5%

5 years, per year

IWFiShares

+9.7%

5 years, per year

SIMSIWFFaded: behind in that period

2–2Level

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

SIMS vs DFAC

YTD

SPDRSIMS

+7.3%

DFACDimensional

+14.1%

+7.3%Year to date+14.1%

−13.3%Worst drop · 1Y−8.5%

22.7%Volatility · 1Y13.1%

0.6%Yield0.9%

$7.9MAssets$87.7B

4–0DFAC wins

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

Cost, Income and Risk

Fees: SIMS, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

SIMS0.45%$45

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

Yields: SIMS, DFAC, IWF

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

SIMS0.56%$56

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

IWF$38 − $18 = $20

SIMS$56 − $45 = $11

KeptFee

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

Overlap: SIMS, DFAC, IWF

Today

40.3%most shared, DFAC and IWF

SIMSDFACIWF

SIMS—1.7%2.7%

DFAC1.7%—40.3%

IWF2.7%40.3%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

IWFWorst drop−14.6%19.5% vol

SIMSWorst drop−13.3%22.7% vol

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

Paid More vs Made More

YTD

DFACSIMS

+14.1%Year to date+7.3%

0.9%Yield0.6%

+17.7%Past year−1.1%

0.21%Fee0.45%

4–0DFAC wins

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