Compare · 3 funds side by side · dividends reinvested

WR, DFAC and IWB

WRCorgi Funds×DFACDimensional×IWBiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,459IWB · best of the three

02 / 04

WR, DFAC and IWB, 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

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.5

Corgi U.S. War Machine ETFUS Stock Styles · Large cap0.35%0.00%[…][…][…][…][…][…]$975K3.0

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: WR 2026 · DFAC 2005 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Corgi U.S. War Machine ETF · $975K[…]

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 6.0% in common

WRMeasureDFAC

[…]Year to dateJan 1 → Nov 4+15.8%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $18,682+23.2%

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

0.35%Expense ratio$35 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $87 a year on $10k0.87%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.3%

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

0–2DFAC wins

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

More Ways to See the Pairs

WR vs DFAC: Top 5 Holdings

Today

30.5%in top 5

DFAC

in top 520.1%

WRStockDFAC

9.0%XOMnot top 5

6.6%CVXnot top 5

not top 5AAPL5.6%

5.4%PLTRnot top 5

not top 5NVDA5.3%

5.1%RTXnot top 5

not top 5MSFT4.8%

4.3%MPCnot top 5

not top 5AMZN2.6%

not top 5META1.9%

Held in common6.0%

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

WR vs DFAC Returns, Every Period

Corgi FundsWR

[…]

past year

DFACDimensional

+17.7%

past year

Returns […]

WRDFACFaded: behind in that period

0–0Level

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

WR vs IWB

YTD

Corgi FundsWR

[…]

IWBiShares

+13.0%

[…]Year to date+13.0%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

0.0%Yield0.9%

$975KAssets$47.8B

1–0IWB wins

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

Cost, Income and Risk

Fees: WR, DFAC, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

DFAC0.21%$21

WR0.35%$35

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

Yields: WR, DFAC, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

DFAC0.87%$87

WR0.00%$0

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

DFAC$87 − $21 = $66

WR$0 − $35 = −$35

KeptFee

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

Overlap: WR, DFAC, IWB

Today

72.7%most shared, DFAC and IWB

WRDFACIWB

WR—6.0%5.2%

DFAC6.0%—72.7%

IWB5.2%72.7%—

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

IWBWorst drop−8.9%12.9% vol

WRWorst drop[…][…]

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

Paid More vs Made More

YTD

IWBDFAC

+13.0%Year to date+15.8%

0.9%Yield0.9%

+13.2%Past year+17.7%

0.15%Fee0.21%

2–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026