Compare · 4 funds side by side · dividends reinvested

SIMS, DFAC, VOO and IWF

SIMSSPDR×DFACDimensional×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

SIMS, DFAC, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.3

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.57%+5.5%−5.9%+16.2%−0.4%−14.7%22.9%$8M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SIMS 2017 · DFAC 2005 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,809

SIMS

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

SIMSMeasureDFAC

+5.5%Year to dateJan 1 → Nov 6+11.4%

−5.9%1 yearTotal return+13.8%

+16.2%3 years · per year$10,000 became $15,677 · $17,722+21.0%

−0.4%5 years · per year$10,000 became $9,809 · $16,525+10.6%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

0.57%Trailing 12-mo yield$57 · $90 a year on $10k0.90%

−14.7%Worst dropSmaller is better−8.5%

22.9%VolatilityLower is calmer12.9%

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

0–8DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIMS vs DFAC: Top 5 Holdings

Today

SIMS

19.0%in top 5

DFAC

in top 520.4%

SIMSStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

4.0%TTEKnot top 5

4.0%ADTnot top 5

3.9%ALRMnot top 5

3.8%VLTOnot top 5

3.3%ITRInot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common1.7%

End-of-day Nov 6, 2026 · share of each fund

SIMS vs DFAC Returns, Every Period

SPDRSIMS

−0.4%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SIMSDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SIMS vs VOO

YTD

SPDRSIMS

+5.5%

VOOVanguard

+8.7%

+5.5%Year to date+8.7%

−14.7%Worst drop · 1Y−8.9%

22.9%Volatility · 1Y13.5%

0.6%Yield1.1%

$8.2MAssets$1.00T

4–0VOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIMS, DFAC, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

DFAC0.21%$21

SIMS0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SIMS, DFAC, VOO, IWF

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

DFAC0.90%$90

SIMS0.57%$57

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SIMS, DFAC, VOO, IWF

Today

67.3%most shared, DFAC and VOO

SIMSDFACVOOIWF

SIMS—1.7%2.5%2.7%

DFAC1.7%—67.3%40.2%

VOO2.5%67.3%—59.3%

IWF2.7%40.2%59.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

VOOWorst drop−8.9%13.5% vol

IWFWorst drop−14.6%19.4% vol

SIMSWorst drop−14.7%22.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+8.7%Year to date+11.4%

1.1%Yield0.9%

+9.8%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026