Compare · 3 funds side by side · dividends reinvested

SIZE, DFAC and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,689DFAC · best of the three

Story of the three · IncomeMost incomeSIZE · 1.36% · $136 a year on $10k

Story of the three · RiskSmallest drop

SIZE, 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%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.5

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.2%+15.0%+17.4%+7.4%−8.0%13.4%$435M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−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 10, 2026 · returns include dividends · since: SIZE 2013 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $118B$15,699

IWF

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

$10,000 five years ago, dividends reinvested · they hold 40.4% in common

IWF

More Ways to See the Pairs

IWF vs DFAC: Top 5 Holdings

Today

IWF

38.7%in top 5

DFAC

in top 520.2%

IWFStockDFAC

13.3%NVDA4.6%

8.8%AAPL5.9%

6.5%MSFT5.0%

5.4%GOOGLnot top 5

4.8%AVGO

Cost, Income and Risk

Fees: SIZE, DFAC, IWF

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

IWF0.18%$18

DFAC0.21%$21

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

Yields: SIZE, DFAC, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

DFAC

−3.4%Year to dateJan 1 → Nov 10+13.7%

−2.9%1 yearTotal return+16.9%

+19.1%3 years · per year$10,000 became $16,897 · $17,492+20.5%

+9.4%5 years · per year$10,000 became $15,699 · $16,689+10.8%

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

0.38%Trailing 12-mo yield$38 · $88 a year on $10k0.88%

−14.6%Worst dropSmaller is better−8.5%

19.5%VolatilityLower is calmer13.0%

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

1–7DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AMZN2.7%

not top 5META2.0%

Held in common40.4%

End-of-day Nov 10, 2026 · share of each fund

IWF vs DFAC Returns, Every Period

5Y

iSharesIWF

+9.4%

5 years, per year

DFACDimensional

+10.8%

5 years, per year

IWFDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWF vs SIZE

YTD

iSharesIWF

−3.4%

SIZEiShares

+13.2%

−3.4%Year to date+13.2%

−14.6%Worst drop · 1Y−8.0%

19.5%Volatility · 1Y13.4%

0.4%Yield1.4%

$118BAssets$435M

4–0SIZE wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, SIZE

SIZE$136 − $15 = $121

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SIZE, DFAC, IWF

Today

42.9%most shared, SIZE and DFAC

SIZEDFACIWF

SIZE—42.9%21.0%

DFAC42.9%—40.4%

IWF21.0%40.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

SIZEWorst drop−8.0%13.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEDFAC

+13.2%Year to date+13.7%

1.4%Yield0.9%

+15.0%Past year+16.9%

0.15%Fee0.21%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SIZE, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three