Compare · 4 funds side by side · dividends reinvested

WTLS, DFAC, VO and IWF

WTLSWisdomTree×DFACDimensional×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

WTLS, DFAC, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

WisdomTree Efficient Long/Short U.S. Equity FundUS Stock Styles · Large cap0.89%0.00%[…][…][…][…][…][…]$19M4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: WTLS 2026 · DFAC 2005 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Efficient Long/Short U.S. Equity Fund · $19M[…]

WTLS

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

WTLSMeasureDFAC

[…]Year to dateJan 1 → Nov 6+11.4%

[…]1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.89%Expense ratio$89 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $90 a year on $10k0.90%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.9%

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

0–2DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTLS vs DFAC: Top 5 Holdings

Today

WTLS

47.1%in top 5

DFAC

in top 520.4%

WTLSStockDFAC

23.7%912797UMnot top 5

23.5%912797VTnot top 5

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

WTLS vs DFAC Returns, Every Period

WisdomTreeWTLS

[…]

past year

DFACDimensional

+13.8%

past year

Returns […]

WTLSDFACFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

WTLS vs VO

YTD

WisdomTreeWTLS

[…]

VOVanguard

+10.6%

[…]Year to date+10.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y12.9%

0.0%Yield1.4%

$19.5MAssets$103B

1–0VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTLS, DFAC, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

WTLS0.89%$89

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WTLS, DFAC, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAC0.90%$90

IWF0.39%$39

WTLS0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

WTLS$0 − $89 = −$89

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: WTLS, DFAC, VO, IWF

Today

40.2%most shared, DFAC and IWF

WTLSDFACVOIWF

WTLS—0.0%0.0%0.0%

DFAC0.0%—19.7%40.2%

VO0.0%19.7%—9.2%

IWF0.0%40.2%9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.4% vol

WTLSWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+10.6%Year to date+11.4%

1.4%Yield0.9%

+11.6%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026