IWF vs DFAC

AIWF

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWF $15,892

Lowest cost0.18%IWF · $18 on $10k

Most income0.88%DFAC · $88 on $10k

Smallest drop−8.1%HAPI · worst fall in 1Y

Held in common40.3%IWF and DFAC

IWF

DFAC

iShares Russell 1000 Growth ETF · $118BDimensional - US Core Equity 2 ETF · $87.7B

+19.8%3 years · per year$17,207 · $17,787+21.2%

+9.7%5 years · per year$15,892 · $16,820+11.0%

0.18%Expense ratio$18 · $21 on $10k · lower wins0.21%

0.38%12-mo yield$38 · $88 on $10k0.88%

−14.6%Worst dropSmaller wins−8.5%

19.5%VolatilityLower wins13.1%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · DFAC

8.8%AAPL5.9%

6.5%MSFT5.0%

14.3%NVDA4.9%

3.6%META1.9%

Held in common40.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	HAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	HAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	+2.4%	+10.6%	+13.6%	+21.9%	new	−8.1%	$483M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs DFAC

IWF

iShares Russell 1000 Growth

$15,892

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureIWFDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield0.38%0.88%

5 years, per year+9.7%+11.0%

3 years, per year+19.8%+21.2%

Worst drop · 1Y−14.6%−8.5%

Volatility · 1Y19.5%13.1%

5–1measures won
DFAC first

40.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: IWF, HAPI, DFAC

Today

44.0%most shared, IWF and HAPI

IWFHAPIDFAC

IWF—44.0%40.3%

HAPI44.0%—41.9%

DFAC40.3%41.9%—

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

HAPI$78 − $35 = $43

IWF$38 − $18 = $20

KeptFee

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