Compare · 3 funds side by side · dividends reinvested

WELD, DFAC and IWF

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

02 / 04

WELD, 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%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.3

Tema U.S. Manufacturing & Reshoring ETFUS Stock Styles · Large cap0.75%0.26%+11.9%+13.6%+24.0%[…]−21.6%28.8%$251M2.4

Rank among the three1st → 3rdFee, 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: WELD 2023 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Tema U.S. Manufacturing & Reshoring ETF · $251M[…]

WELD

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

WELDMeasureDFAC

+11.9%Year to dateJan 1 → Nov 5+15.8%

+13.6%1 yearTotal return+17.7%

+24.0%3 years · per year$10,000 became $19,055 · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

0.75%Expense ratio$75 · $21 a year on $10k · lower is better0.21%

0.26%Trailing 12-mo yield$26 · $87 a year on $10k0.87%

−21.6%Worst dropSmaller is better−8.5%

28.8%VolatilityLower is calmer12.3%

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

1–6DFAC wins

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

More Ways to See the Pairs

WELD vs DFAC: Top 5 Holdings

Today

WELD

34.6%in top 5

DFAC

in top 520.5%

WELDStockDFAC

7.1%TKRnot top 5

7.0%GTESnot top 5

6.9%PHnot top 5

6.9%CGNXnot top 5

6.6%AITnot top 5

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

Held in common1.8%

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

WELD vs DFAC Returns, Every Period

TemaWELD

+13.6%

past year

DFACDimensional

+17.7%

past year

WELDDFACFaded: behind in that period

1–2DFAC wins

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

WELD vs DFAC

YTD

TemaWELD

+11.9%

DFACDimensional

+15.8%

+11.9%Year to date+15.8%

−21.6%Worst drop · 1Y−8.5%

28.8%Volatility · 1Y12.3%

0.3%Yield0.9%

$251MAssets$89.2B

4–0DFAC wins

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

Cost, Income and Risk

Fees: WELD, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

WELD0.75%$75

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

Yields: WELD, DFAC, IWF

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

IWF0.37%$37

WELD0.26%$26

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

WELD$26 − $75 = −$49

KeptFee

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

Overlap: WELD, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

WELDDFACIWF

WELD—1.8%1.2%

DFAC1.8%—40.8%

IWF1.2%40.8%—

End-of-day Nov 5, 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

IWFWorst drop−15.6%18.3% vol

WELDWorst drop−21.6%28.8% vol

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

Paid More vs Made More

YTD

DFACWELD

+15.8%Year to date+11.9%

0.9%Yield0.3%

+17.7%Past year+13.6%

0.21%Fee0.75%

4–0DFAC wins

End-of-day Nov 5, 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$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026