Compare · 4 funds side by side · dividends reinvested

VUG, JSML, DFAC and IWF

VUGVanguard×JSMLJanus Henderson×DFACDimensional×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,869DFAC · best of the four

02 / 04

VUG, JSML, 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%+14.4%+18.1%+21.3%+11.0%−8.5%13.1%$85.6B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.7%+21.8%+23.0%+6.2%−14.8%22.4%$366M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.1

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: VUG 2004 · JSML 2016 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,869

DFAC

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 35.7% in common

DFACMeasureVUG

+14.4%Year to dateJan 1 → Nov 9+4.2%

+18.1%1 yearTotal return+4.7%

+21.3%3 years · per year$10,000 became $17,839 · $18,569+22.9%

+11.0%5 years · per year$10,000 became $16,869 · $16,565+10.6%

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

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−15.1%

13.1%VolatilityLower is calmer19.1%

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

6–2DFAC 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 VUG: Top 5 Holdings

Today

DFAC

20.4%in top 5

VUG

in top 545.2%

DFACStockVUG

4.8%NVDA13.5%

5.9%AAPL12.5%

5.0%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common35.7%

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

DFAC vs VUG Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

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

DFAC vs VUG

YTD

DimensionalDFAC

+14.4%

VUGVanguard

+4.2%

+14.4%Year to date+4.2%

−8.5%Worst drop · 1Y−15.1%

13.1%Volatility · 1Y19.1%

0.9%Yield0.4%

$85.6BAssets$233B

4–0DFAC wins

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

Cost, Income and Risk

Fees: VUG, JSML, DFAC, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

JSML0.30%$30

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

Yields: VUG, JSML, DFAC, IWF

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

VUG0.41%$41

IWF0.39%$39

JSML0.30%$30

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$39 − $18 = $21

JSML$30 − $30 = $0

KeptFee

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

Overlap: VUG, JSML, DFAC, IWF

Today

78.0%most shared, VUG and IWF

VUGJSMLDFACIWF

VUG—0.0%35.7%78.0%

JSML0.0%—1.3%0.0%

DFAC35.7%1.3%—40.2%

IWF78.0%0.0%40.2%—

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

Return vs Bumpiness: 4 ETFs

+21.8%JSML, at 22.4% volatility

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.4% vol

JSMLWorst drop−14.8%22.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFACJSML

+14.4%Year to date+20.7%

0.9%Yield0.3%

+18.1%Past year+21.8%

0.21%Fee0.30%

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

+33.1%

VIGVanguard

+14.8%

+33.1%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