Compare · 4 funds side by side · dividends reinvested

SIZE, DFAC, VUG and IWF

SIZEiShares×DFACDimensional×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

SIZE, DFAC, VUG 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%$85.6B1.8

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.4%+16.0%+18.1%+7.5%−8.0%13.4%$425M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

Rank among the four1st → 4thFee, 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: SIZE 2013 · DFAC 2005 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $425M$14,354

SIZE

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

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

SIZEMeasureDFAC

+13.4%Year to dateJan 1 → Nov 9+14.1%

+16.0%1 yearTotal return+17.7%

+18.1%3 years · per year$10,000 became $16,483 · $17,787+21.2%

+7.5%5 years · per year$10,000 became $14,354 · $16,820+11.0%

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

1.36%Trailing 12-mo yield$136 · $88 a year on $10k0.88%

−8.0%Worst dropSmaller is better−8.5%

13.4%VolatilityLower is calmer13.1%

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

3–5DFAC wins

End-of-day Nov 9, 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

1.9%in top 5

DFAC

in top 520.4%

SIZEStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

0.4%SNnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

0.4%VEEVnot top 5

Held in common42.8%

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

SIZE vs DFAC Returns, Every Period

iSharesSIZE

+7.5%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SIZEDFACFaded: behind in that period

0–4DFAC wins

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

SIZE vs DFAC

YTD

iSharesSIZE

+13.4%

DFACDimensional

+14.1%

+13.4%Year to date+14.1%

−8.0%Worst drop · 1Y−8.5%

13.4%Volatility · 1Y13.1%

1.4%Yield0.9%

$425MAssets$85.6B

2–2level

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

Cost, Income and Risk

Fees: SIZE, DFAC, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SIZE0.15%$15

IWF0.18%$18

DFAC0.21%$21

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

Yields: SIZE, DFAC, VUG, IWF

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

DFAC0.88%$88

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, SIZE

SIZE$136 − $15 = $121

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: SIZE, DFAC, VUG, IWF

Today

78.1%most shared, VUG and IWF

SIZEDFACVUGIWF

SIZE—42.8%17.7%20.8%

DFAC42.8%—35.8%40.3%

VUG17.7%35.8%—78.1%

IWF20.8%40.3%78.1%—

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

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SIZEWorst drop−8.0%13.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

SIZEDFAC

+13.4%Year to date+14.1%

1.4%Yield0.9%

+16.0%Past year+17.7%

0.15%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$59.7B

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%

$120BAssets$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