Compare · 3 funds side by side · dividends reinvested

SMLF, 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

SMLF, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$4.2B1.4

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 Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

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: SMLF 2015 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

SMLF

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 14.9% in common

SMLFMeasureDFAC

+16.0%Year to dateJan 1 → Nov 9+14.1%

+19.5%1 yearTotal return+17.7%

+21.4%3 years · per year$10,000 became $17,876 · $17,787+21.2%

+9.8%5 years · per year$10,000 became $15,942 · $16,820+11.0%

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

0.98%Trailing 12-mo yield$98 · $88 a year on $10k0.88%

−8.7%Worst dropSmaller is better−8.5%

17.5%VolatilityLower is calmer13.1%

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

5–3SMLF wins

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

More Ways to See the Pairs

SMLF vs DFAC: Top 5 Holdings

Today

SMLF

3.3%in top 5

DFAC

in top 520.4%

SMLFStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%RSnot top 5

0.6%TPRnot top 5

0.6%JBLnot top 5

Held in common14.9%

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

SMLF vs DFAC Returns, Every Period

iSharesSMLF

+9.8%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SMLFDFACFaded: behind in that period

3–1SMLF wins

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

SMLF vs DFAC

YTD

iSharesSMLF

+16.0%

DFACDimensional

+14.1%

+16.0%Year to date+14.1%

−8.7%Worst drop · 1Y−8.5%

17.5%Volatility · 1Y13.1%

1.0%Yield0.9%

$4.2BAssets$85.6B

2–2level

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

Cost, Income and Risk

Fees: SMLF, DFAC, IWF

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

IWF0.18%$18

DFAC0.21%$21

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

Yields: SMLF, DFAC, IWF

0.98%highest, SMLF

FundTrailing yieldYield$10k

SMLF0.98%$98

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: SMLF, DFAC, IWF

Today

40.3%most shared, DFAC and IWF

SMLFDFACIWF

SMLF—14.9%2.9%

DFAC14.9%—40.3%

IWF2.9%40.3%—

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

Return vs Bumpiness: 3 ETFs

+19.5%SMLF, at 17.5% volatility

DFACWorst drop−8.5%13.1% vol

SMLFWorst drop−8.7%17.5% 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

SMLFDFAC

+16.0%Year to date+14.1%

1.0%Yield0.9%

+19.5%Past year+17.7%

0.15%Fee0.21%

4–0SMLF 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$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