Compare · 4 funds side by side · dividends reinvested

VUG, HAPI, IWF and DFAC

VUGVanguard×HAPIHarbor×IWFiShares×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

VUG, HAPI, IWF and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: VUG 2004 · HAPI 2022 · IWF 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 36.2% in common

VUGMeasureDFAC

+0.5%Year to dateJan 1 → Nov 5+11.2%

−0.6%1 yearTotal return+14.3%

+22.8%3 years · per year$10,000 became $18,532 · $17,812+21.2%

+9.9%5 years · per year$10,000 became $16,052 · $16,526+10.6%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

0.43%Trailing 12-mo yield$43 · $90 a year on $10k0.90%

−15.1%Worst dropSmaller is better−8.5%

19.0%VolatilityLower is calmer12.9%

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

2–6DFAC wins

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

More Ways to See the Pairs

VUG vs DFAC: Top 5 Holdings

Today

VUG

45.2%in top 5

DFAC

in top 520.5%

VUGStockDFAC

13.5%NVDA5.1%

12.5%AAPL5.8%

9.7%MSFT5.0%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common36.2%

End-of-day Nov 5, 2026 · share of each fund

VUG vs DFAC Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

VUGDFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VUG vs DFAC

YTD

VanguardVUG

+0.5%

DFACDimensional

+11.2%

+0.5%Year to date+11.2%

−15.1%Worst drop · 1Y−8.5%

19.0%Volatility · 1Y12.9%

0.4%Yield0.9%

$233BAssets$89.2B

4–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, HAPI, IWF, DFAC

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

HAPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VUG, HAPI, IWF, DFAC

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

HAPI0.80%$80

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

HAPI$80 − $35 = $45

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VUG, HAPI, IWF, DFAC

Today

78.0%most shared, VUG and IWF

VUGHAPIIWFDFAC

VUG—43.9%78.0%36.2%

HAPI43.9%—43.8%41.9%

IWF78.0%43.8%—40.8%

DFAC36.2%41.9%40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

HAPIWorst drop−8.1%12.8% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACHAPI

+11.2%Year to date+8.2%

0.9%Yield0.8%

+14.3%Past year+10.5%

0.21%Fee0.35%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026