Compare · 3 funds side by side · dividends reinvested

XOEX, DFAC and IWF

XOEXXtrackers×DFACDimensional×IWFiShares×

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

02 / 04

XOEX, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers S&P 100 Ex Top 20 ETFUS Stock Styles · Large cap0.15%1.48%+10.5%+14.4%+19.2%[…]−7.3%11.8%$280M1.4

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%$85.7B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

Rank among the three1st → 3rdFee, 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: XOEX 2022 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers S&P 100 Ex Top 20 ETF · $280M[…]

XOEX

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 15.5% in common

XOEXMeasureDFAC

+10.5%Year to dateJan 1 → Nov 6+11.4%

+14.4%1 yearTotal return+13.8%

+19.2%3 years · per year$10,000 became $16,926 · $17,722+21.0%

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

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

1.48%Trailing 12-mo yield$148 · $90 a year on $10k0.90%

−7.3%Worst dropSmaller is better−8.5%

11.8%VolatilityLower is calmer12.9%

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

5–2XOEX wins

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

More Ways to See the Pairs

XOEX vs DFAC: Top 5 Holdings

Today

XOEX

14.9%in top 5

DFAC

in top 520.4%

XOEXStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

3.6%MAnot top 5

3.4%ABBVnot top 5

2.8%CVXnot top 5

not top 5AMZN2.7%

2.6%PGnot top 5

2.5%KOnot top 5

not top 5META1.9%

Held in common15.5%

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

XOEX vs DFAC Returns, Every Period

XtrackersXOEX

+14.4%

past year

DFACDimensional

+13.8%

past year

XOEXDFACFaded: behind in that period

1–2DFAC wins

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

XOEX vs DFAC

YTD

XtrackersXOEX

+10.5%

DFACDimensional

+11.4%

+10.5%Year to date+11.4%

−7.3%Worst drop · 1Y−8.5%

11.8%Volatility · 1Y12.9%

1.5%Yield0.9%

$280MAssets$85.7B

3–1XOEX wins

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

Cost, Income and Risk

Fees: XOEX, DFAC, IWF

Today

0.15%lowest, XOEX

FundExpense ratioFee$10k

XOEX0.15%$15

IWF0.18%$18

DFAC0.21%$21

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

Yields: XOEX, DFAC, IWF

1.48%highest, XOEX

FundTrailing yieldYield$10k

XOEX1.48%$148

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$133most kept, XOEX

XOEX$148 − $15 = $133

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: XOEX, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

XOEXDFACIWF

XOEX—15.5%14.7%

DFAC15.5%—40.2%

IWF14.7%40.2%—

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

Return vs Bumpiness: 3 ETFs

+14.4%XOEX, at 11.8% volatility

XOEXWorst drop−7.3%11.8% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

XOEXDFAC

+10.5%Year to date+11.4%

1.5%Yield0.9%

+14.4%Past year+13.8%

0.15%Fee0.21%

3–1XOEX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.1B

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