Compare · 3 funds side by side · dividends reinvested

VO, IWF and DFAC

VOVanguard×IWFiShares×DFACDimensional×

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

02 / 04

VO, IWF 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%$87.6B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.6

Rank among the three1st → 3rdFee, 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: VO 2004 · IWF 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

VOMeasureIWF

+14.7%Year to dateJan 1 → Nov 4−0.1%

+15.3%1 yearTotal return−3.0%

+20.7%3 years · per year$10,000 became $17,578 · $18,310+22.3%

+7.4%5 years · per year$10,000 became $14,290 · $16,559+10.6%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.34%Trailing 12-mo yield$134 · $37 a year on $10k0.37%

−8.2%Worst dropSmaller is better−15.6%

12.4%VolatilityLower is calmer18.3%

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

6–2VO wins

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

More Ways to See the Pairs

VO vs IWF: Top 5 Holdings

Today

5.3%in top 5

IWF

in top 539.3%

VOStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common9.3%

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

VO vs IWF Returns, Every Period

VanguardVO

+7.4%

5 years, per year

IWFiShares

+10.6%

5 years, per year

VOIWFFaded: behind in that period

2–2Level

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

VO vs DFAC

YTD

VanguardVO

+14.7%

DFACDimensional

+15.8%

+14.7%Year to date+15.8%

−8.2%Worst drop · 1Y−8.5%

12.4%Volatility · 1Y12.3%

1.3%Yield0.9%

$103BAssets$87.6B

2–2level

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

Cost, Income and Risk

Fees: VO, IWF, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

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

Yields: VO, IWF, DFAC

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

DFAC0.87%$87

IWF0.37%$37

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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

Overlap: VO, IWF, DFAC

Today

40.8%most shared, IWF and DFAC

VOIWFDFAC

VO—9.3%19.6%

IWF9.3%—40.8%

DFAC19.6%40.8%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

VOWorst drop−8.2%12.4% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

VODFAC

+14.7%Year to date+15.8%

1.3%Yield0.9%

+15.3%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026