Compare · 4 funds side by side · dividends reinvested

TOPT, DFAC, VO and IWF

TOPTiShares×DFACDimensional×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

TOPT, DFAC, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$85.6B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.1

iShares Top 20 U.S. Stocks ETFUS Stock Styles · Large cap0.20%0.37%+7.8%+9.0%[…][…]−12.5%16.4%$692M3.2

Rank among the four1st → 4thFee, 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: TOPT 2024 · DFAC 2005 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Top 20 U.S. Stocks ETF · $692M[…]

TOPT

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 32.9% in common

TOPTMeasureDFAC

+7.8%Year to dateJan 1 → Nov 9+14.1%

+9.0%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,787+21.2%

[…]5 years · per year$10,000 became […] · $16,820+11.0%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

0.37%Trailing 12-mo yield$37 · $88 a year on $10k0.88%

−12.5%Worst dropSmaller is better−8.5%

16.4%VolatilityLower is calmer13.1%

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

1–5DFAC wins

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

More Ways to See the Pairs

TOPT vs DFAC: Top 5 Holdings

Today

TOPT

51.9%in top 5

DFAC

in top 520.4%

TOPTStockDFAC

15.9%AAPL5.9%

14.3%NVDA4.9%

12.5%MSFT5.0%

4.8%AMZN2.7%

4.5%LLYnot top 5

not top 5META1.9%

Held in common32.9%

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

TOPT vs DFAC Returns, Every Period

iSharesTOPT

+9.0%

past year

DFACDimensional

+17.7%

past year

TOPTDFACFaded: behind in that period

0–2DFAC wins

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

TOPT vs VO

YTD

iSharesTOPT

+7.8%

VOVanguard

+13.6%

+7.8%Year to date+13.6%

−12.5%Worst drop · 1Y−8.2%

16.4%Volatility · 1Y13.1%

0.4%Yield1.4%

$692MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: TOPT, DFAC, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

TOPT0.20%$20

DFAC0.21%$21

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

Yields: TOPT, DFAC, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAC0.88%$88

IWF0.38%$38

TOPT0.37%$37

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

TOPT$37 − $20 = $17

KeptFee

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

Overlap: TOPT, DFAC, VO, IWF

Today

59.4%most shared, TOPT and IWF

TOPTDFACVOIWF

TOPT—32.9%0.0%59.4%

DFAC32.9%—19.6%40.3%

VO0.0%19.6%—9.2%

IWF59.4%40.3%9.2%—

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

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

TOPTWorst drop−12.5%16.4% 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

VODFAC

+13.6%Year to date+14.1%

1.4%Yield0.9%

+15.6%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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