Compare · 4 funds side by side · dividends reinvested

STAX, DFAC, IWF and VO

STAXNomura×DFACDimensional×IWFiShares×VOVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,443DFAC · best of the four

Story of the four · IncomeMost incomeSTAX · 3.21% · $321 a year on $10k

Story of the four · RiskSmallest drop

STAX, DFAC, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.6B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.1

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$11M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B3.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: STAX 2023 · DFAC 2005 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nomura Tax-Free USA Short Term ETF · $11M[…]

STAX

More Ways to See the Pairs

STAX vs IWF: Top 5 Holdings

Today

STAX

[…]in top 5

IWF

in top 538.2%

STAXStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: STAX, DFAC, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

STAX0.29%$29

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

$10,000 five years ago, dividends reinvested

STAXMeasureIWF

+1.0%Year to dateJan 1 → Nov 13−2.6%

+1.5%1 yearTotal return−3.9%

[…]3 years · per year$10,000 became […] · $16,699+18.6%

[…]5 years · per year$10,000 became […] · $15,505+9.2%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

3.21%Trailing 12-mo yield$321 · $38 a year on $10k0.38%

−2.7%Worst dropSmaller is better−14.6%

1.9%VolatilityLower is calmer19.6%

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

5–1STAX wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

STAX vs IWF Returns, Every Period

1Y

NomuraSTAX

+1.5%

past year

IWFiShares

−3.9%

past year

STAXIWFFaded: behind in that period

2–0STAX wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

STAX vs VO

YTD

NomuraSTAX

+1.0%

VOVanguard

+14.0%

+1.0%Year to date+14.0%

−2.7%Worst drop · 1Y−8.2%

1.9%Volatility · 1Y13.2%

3.2%Yield1.3%

$11.3MAssets$103B

3–1STAX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: STAX, DFAC, IWF, VO

1Y

3.21%highest, STAX

FundTrailing yieldYield$10k

STAX3.21%$321

VO1.35%$135

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$292most kept, STAX

STAX$321 − $29 = $292

VO$135 − $3 = $132

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: STAX, DFAC, IWF, VO

Today

40.4%most shared, DFAC and IWF

STAXDFACIWFVO

STAX—[…][…][…]

DFAC[…]—40.4%19.8%

IWF[…]40.4%—9.4%

VO[…]19.8%9.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.1%DFAC, at 13.1% volatility

STAXWorst drop−2.7%1.9% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

STAXVO

+1.0%Year to date+14.0%

3.2%Yield1.3%

+1.5%Past year+13.7%

0.29%Fee0.03%

3–1VO wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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STAX, DFAC, IWF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four