Compare · 3 funds side by side · dividends reinvested

SMMD, DFAC and IWF

SMMDiShares×DFACDimensional×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,147 · 2022DFAC$16,526IWF$15,330SMMD$13,516Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three
02 / 04

SMMD, DFAC and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.5
iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.18%+13.9%+17.7%+19.8%+6.2%−9.7%17.0%$4.2B1.9
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: SMMD 2017 · DFAC 2005 · IWF 2000
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Head to Head

5Y
iShares Russell 2500 ETF · $4.2B$13,516
SMMD
DFAC
Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 22.2% in common

SMMDMeasureDFAC
+13.9%Year to dateJan 1 → Nov 5+11.2%
+17.7%1 yearTotal return+14.3%
+19.8%3 years · per year$10,000 became $17,183 · $17,812+21.2%
+6.2%5 years · per year$10,000 became $13,516 · $16,526+10.6%
0.23%Expense ratio$23 · $21 a year on $10k · lower is better0.21%
1.18%Trailing 12-mo yield$118 · $90 a year on $10k0.90%
−9.7%Worst dropSmaller is better−8.5%
17.0%VolatilityLower is calmer12.9%
SMMDDFAC 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
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More Ways to See the Pairs

SMMD vs DFAC: Top 5 Holdings

Today
SMMD
1.6%in top 5
in top 520.5%
SMMDStockDFAC
not top 5AAPL5.8%
not top 5NVDA5.1%
not top 5MSFT5.0%
not top 5AMZN2.7%
not top 5META1.9%
0.3%ATInot top 5
0.3%USFDnot top 5
0.3%THCnot top 5
0.3%RSnot top 5
0.3%PKGnot top 5
Held in common22.2%
End-of-day Nov 5, 2026 · share of each fund
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SMMD vs DFAC Returns, Every Period

5Y
iSharesSMMD
+6.2%
5 years, per year
DFACDimensional
+10.6%
5 years, per year
0%+10%+20%+30%+13.9%+11.2%YTD+17.7%+14.3%1 year+19.8%+21.2%3 yrs · yr+6.2%+10.6%5 yrs · yr
SMMDDFACFaded: behind in that period
2–2Level
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
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SMMD vs DFAC

YTD
iSharesSMMD
+13.9%
DFACDimensional
+11.2%
Jan 1Nov 5+13.9%+11.2%
+13.9%Year to date+11.2%
−9.7%Worst drop · 1Y−8.5%
17.0%Volatility · 1Y12.9%
1.2%Yield0.9%
$4.2BAssets$89.2B
2–2level
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
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Cost, Income and Risk

Fees: SMMD, DFAC, IWF

Today
0.18%lowest, IWF
FundExpense ratioFee$10k
IWF0.18%$18
DFAC0.21%$21
SMMD0.23%$23
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SMMD, DFAC, IWF

1Y
1.18%highest, SMMD
FundTrailing yieldYield$10k
SMMD1.18%$118
DFAC0.90%$90
IWF0.39%$39
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$95most kept, SMMD
SMMD$118 − $23 = $95
DFAC$90 − $21 = $69
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SMMD, DFAC, IWF

Today
40.8%most shared, DFAC and IWF
SMMDDFACIWF
SMMD—22.2%2.4%
DFAC22.2%—40.8%
IWF2.4%40.8%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+17.7%SMMD, at 17.0% volatility
−10%0%+10%+20%5%10%15%20%25%Volatility · 1 year → bumpierSMMD +17.7%DFAC +14.3%IWF −7.6%
DFACWorst drop−8.5%12.9% vol
SMMDWorst drop−9.7%17.0% vol
IWFWorst drop−14.6%19.3% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 5+13.9%+11.2%
+13.9%Year to date+11.2%
1.2%Yield0.9%
+17.7%Past year+14.3%
0.23%Fee0.21%
3–1SMMD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+0.5%
SCHGSchwab
+0.9%
Jan 1Nov 5+0.5%+0.9%
+0.5%Year to date+0.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$62.5B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com