Compare · 4 funds side by side · dividends reinvested

SQLT, IWF, VUG and DFAC

SQLTiShares×IWFiShares×VUGVanguard×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,417DFAC · best of the four

02 / 04

SQLT, IWF, VUG and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLT 2026 · IWF 2000 · VUG 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 36.1% in common

DFACMeasureVUG

+15.8%Year to dateJan 1 → Nov 4+6.3%

+17.7%1 yearTotal return+3.4%

+23.2%3 years · per year$10,000 became $18,682 · $19,712+25.4%

+11.7%5 years · per year$10,000 became $17,417 · $17,153+11.4%

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

0.87%Trailing 12-mo yield$87 · $40 a year on $10k0.40%

−8.5%Worst dropSmaller is better−16.1%

12.3%VolatilityLower is calmer18.2%

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

6–2DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs VUG: Top 5 Holdings

Today

DFAC

20.1%in top 5

VUG

in top 545.2%

DFACStockVUG

5.3%NVDA13.5%

5.6%AAPL12.5%

4.8%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common36.1%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs VUG Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs SQLT

YTD

DimensionalDFAC

+15.8%

SQLTiShares

[…]

+15.8%Year to date[…]

−8.5%Worst drop · 1Y[…]

12.3%Volatility · 1Y[…]

0.9%Yield0.5%

$89.2BAssets$6.9M

1–0DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IWF, VUG, DFAC

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SQLT0.20%$20

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLT, IWF, VUG, DFAC

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

SQLT0.48%$48

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, IWF, VUG, DFAC

Today

77.4%most shared, IWF and VUG

SQLTIWFVUGDFAC

SQLT—0.6%0.0%8.5%

IWF0.6%—77.4%40.8%

VUG0.0%77.4%—36.1%

DFAC8.5%40.8%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACVUG

+15.8%Year to date+6.3%

0.9%Yield0.4%

+17.7%Past year+3.4%

0.21%Fee0.03%

3–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026