Compare · 4 funds side by side · dividends reinvested

SIZE, DFAC, VOO and IWF

SIZEiShares×DFACDimensional×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,156VOO · best of the four

02 / 04

SIZE, DFAC, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+11.1%+13.6%+18.4%+7.2%−8.0%13.2%$426M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SIZE 2013 · DFAC 2005 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $426M$14,165

SIZE

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 42.8% in common

SIZEMeasureDFAC

+11.1%Year to dateJan 1 → Nov 5+11.2%

+13.6%1 yearTotal return+14.3%

+18.4%3 years · per year$10,000 became $16,580 · $17,812+21.2%

+7.2%5 years · per year$10,000 became $14,165 · $16,526+10.6%

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

1.39%Trailing 12-mo yield$139 · $90 a year on $10k0.90%

−8.0%Worst dropSmaller is better−8.5%

13.2%VolatilityLower is calmer12.9%

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

3–5DFAC wins

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

More Ways to See the Pairs

SIZE vs DFAC: Top 5 Holdings

Today

SIZE

2.0%in top 5

DFAC

in top 520.5%

SIZEStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

0.4%OKTAnot top 5

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%NTRAnot top 5

Held in common42.8%

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

SIZE vs DFAC Returns, Every Period

iSharesSIZE

+7.2%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SIZEDFACFaded: behind in that period

0–4DFAC wins

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

Stocks vs Core: SIZE vs VOO

YTD

iSharesSIZE

+11.1%

VOOVanguard

+8.4%

+11.1%Year to date+8.4%

−8.0%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.5%

1.4%Yield1.1%

$426MAssets$1.00T

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, DFAC, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SIZE0.15%$15

IWF0.18%$18

DFAC0.21%$21

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

Yields: SIZE, DFAC, VOO, IWF

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

VOO1.10%$110

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: SIZE, DFAC, VOO, IWF

Today

67.8%most shared, DFAC and VOO

SIZEDFACVOOIWF

SIZE—42.8%40.1%20.9%

DFAC42.8%—67.8%40.8%

VOO40.1%67.8%—59.2%

IWF20.9%40.8%59.2%—

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

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

SIZEWorst drop−8.0%13.2% vol

VOOWorst drop−8.9%13.5% 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

SIZEDFAC

+11.1%Year to date+11.2%

1.4%Yield0.9%

+13.6%Past year+14.3%

0.15%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026