Compare · 4 funds side by side · dividends reinvested

VO, SVAL, DFAC and IWF

VOVanguard×SVALiShares×DFACDimensional×IWFiShares×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,580DFAC · best of the four

Story of the four · IncomeMost incomeSVAL · 2.19% · $219 a year on $10k

Story of the four · RiskSmallest drop

VO, SVAL, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B2.1

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$162M2.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: VO 2004 · SVAL 2020 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

DFAC

More Ways to See the Pairs

DFAC vs VO: Top 5 Holdings

Today

DFAC

19.9%in top 5

VO

in top 55.3%

DFACStockVO

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: VO, SVAL, DFAC, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

$10,000 five years ago, dividends reinvested · they hold 19.7% in common

DFACMeasureVO

+14.9%Year to dateJan 1 → Nov 12+15.0%

+16.5%1 yearTotal return+15.0%

+21.0%3 years · per year$10,000 became $17,728 · $16,782+18.8%

+10.9%5 years · per year$10,000 became $16,748 · $13,944+6.9%

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

0.87%Trailing 12-mo yield$87 · $133 a year on $10k1.33%

−8.5%Worst dropSmaller is better−8.2%

13.0%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common19.7%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs VO Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

VOVanguard

+6.9%

5 years, per year

DFACVOFaded: behind in that period

3–1DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs SVAL

YTD

DimensionalDFAC

+14.9%

SVALiShares

+25.9%

+14.9%Year to date+25.9%

−8.5%Worst drop · 1Y−9.0%

13.0%Volatility · 1Y15.5%

0.9%Yield2.2%

$88.3BAssets$162M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: VO, SVAL, DFAC, IWF

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

VO1.33%$133

DFAC0.87%$87

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

VO$133 − $3 = $130

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VO, SVAL, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

VOSVALDFACIWF

VO—0.0%19.7%9.4%

SVAL0.0%—1.8%0.0%

DFAC19.7%1.8%—40.2%

IWF9.4%0.0%40.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVO

+25.9%Year to date+15.0%

2.2%Yield1.3%

+30.9%Past year+15.0%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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VO, SVAL, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four