Compare · 4 funds side by side · dividends reinvested

VO, IJS, DFAC and IWF

VOVanguard×IJSiShares×DFACDimensional×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

VO, IJS, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.8B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$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 9, 2026 · returns include dividends · since: VO 2004 · IJS 2000 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

DFACMeasureIWF

+14.1%Year to dateJan 1 → Nov 9−2.5%

+17.7%1 yearTotal return−2.2%

+21.2%3 years · per year$10,000 became $17,787 · $17,207+19.8%

+11.0%5 years · per year$10,000 became $16,820 · $15,892+9.7%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.88%Trailing 12-mo yield$88 · $38 a year on $10k0.38%

−8.5%Worst dropSmaller is better−14.6%

13.1%VolatilityLower is calmer19.5%

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

7–1DFAC wins

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 IWF: Top 5 Holdings

Today

DFAC

20.4%in top 5

IWF

in top 539.7%

DFACStockIWF

4.9%NVDA14.3%

5.9%AAPL8.8%

5.0%MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common40.3%

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

DFAC vs IWF Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

IWFiShares

+9.7%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

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

DFAC vs IJS

YTD

DimensionalDFAC

+14.1%

IJSiShares

+18.9%

+14.1%Year to date+18.9%

−8.5%Worst drop · 1Y−9.3%

13.1%Volatility · 1Y16.3%

0.9%Yield1.4%

$87.7BAssets$7.8B

2–2level

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

Cost, Income and Risk

Fees: VO, IJS, DFAC, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJS0.18%$18

IWF0.18%$18

DFAC0.21%$21

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

Yields: VO, IJS, DFAC, IWF

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

VO1.35%$135

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: VO, IJS, DFAC, IWF

Today

40.3%most shared, DFAC and IWF

VOIJSDFACIWF

VO—0.0%19.6%9.2%

IJS0.0%—4.7%0.0%

DFAC19.6%4.7%—40.3%

IWF9.2%0.0%40.3%—

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

Return vs Bumpiness: 4 ETFs

+24.5%IJS, at 16.3% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

IJSWorst drop−9.3%16.3% 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

IJSDFAC

+18.9%Year to date+14.1%

1.4%Yield0.9%

+24.5%Past year+17.7%

0.18%Fee0.21%

4–0IJS wins

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$61.4B

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%

$122BAssets$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