Compare · 3 funds side by side · dividends reinvested

SPTM, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,251SPTM · best of the three

02 / 04

SPTM, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+11.6%+14.0%+21.6%+11.5%−8.7%13.6%$13.7B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.4%+18.1%+21.3%+11.0%−8.5%13.1%$85.6B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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: SPTM 2000 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,869

DFAC

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7B$17,251

$10,000 five years ago, dividends reinvested · they hold 74.3% in common

DFACMeasureSPTM

+14.4%Year to dateJan 1 → Nov 9+11.6%

+18.1%1 yearTotal return+14.0%

+21.3%3 years · per year$10,000 became $17,839 · $17,985+21.6%

+11.0%5 years · per year$10,000 became $16,869 · $17,251+11.5%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $107 a year on $10k1.07%

−8.5%Worst dropSmaller is better−8.7%

13.1%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

DFAC vs SPTM: Top 5 Holdings

Today

DFAC

20.4%in top 5

SPTM

in top 525.6%

DFACStockSPTM

5.9%AAPL7.3%

4.8%NVDA6.4%

5.0%MSFT5.8%

2.7%AMZN3.7%

not top 5GOOGL2.4%

1.9%METAnot top 5

Held in common74.3%

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

DFAC vs SPTM Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

SPTMSPDR

+11.5%

5 years, per year

DFACSPTMFaded: behind in that period

2–2Level

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

DFAC vs SPTM

YTD

DimensionalDFAC

+14.4%

SPTMSPDR

+11.6%

+14.4%Year to date+11.6%

−8.5%Worst drop · 1Y−8.7%

13.1%Volatility · 1Y13.6%

0.9%Yield1.1%

$85.6BAssets$13.7B

3–1DFAC wins

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

Cost, Income and Risk

Fees: SPTM, DFAC, IWF

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

IWF0.18%$18

DFAC0.21%$21

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

Yields: SPTM, DFAC, IWF

1.07%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.07%$107

DFAC0.88%$88

IWF0.39%$39

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

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

DFAC$88 − $21 = $67

IWF$39 − $18 = $21

KeptFee

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

Overlap: SPTM, DFAC, IWF

Today

74.3%most shared, SPTM and DFAC

SPTMDFACIWF

SPTM—74.3%52.8%

DFAC74.3%—40.2%

IWF52.8%40.2%—

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

Return vs Bumpiness: 3 ETFs

+18.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SPTMWorst drop−8.7%13.6% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SPTMDFAC

+11.6%Year to date+14.4%

1.1%Yield0.9%

+14.0%Past year+18.1%

0.03%Fee0.21%

2–2level

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

+33.1%

VIGVanguard

+14.8%

+33.1%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