Compare · 2 funds side by side · dividends reinvested

DFAC and DIA

DFACDimensional×DIASPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

DFAC and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFAC 2005 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$11,604

DFAC

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$11,029

$10,000 one year ago, dividends reinvested · they hold 24.5% in common

DFACMeasureDIA

+14.1%Year to dateJan 1 → Nov 3+8.8%

+16.0%1 yearTotal return+10.3%

+23.0%3 years · per year$10,000 became $18,595 · $16,728+18.7%

+11.2%5 years · per year$10,000 became $16,976 · $15,770+9.5%

0.21%Expense ratio$21 · $16 a year on $10k · lower is better0.16%

0.88%Trailing 12-mo yield$88 · $139 a year on $10k1.39%

−8.5%Worst dropSmaller is better−9.8%

12.2%VolatilityLower is calmer12.6%

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

6–2DFAC wins

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

More Ways to See the Pairs

DFAC vs DIA: Top 5 Holdings

Today

DFAC

19.9%in top 5

DIA

in top 533.8%

DFACStockDIA

not top 5GS10.5%

not top 5CAT7.3%

4.7%MSFT6.0%

5.7%AAPLnot top 5

not top 5AMGN5.2%

5.2%NVDAnot top 5

not top 5UNH4.7%

2.5%AMZNnot top 5

1.9%METAnot top 5

Held in common24.5%

End-of-day Nov 3, 2026 · share of each fund

DFAC vs DIA Returns, Every Period

DimensionalDFAC

+11.2%

5 years, per year

DIASPDR

+9.5%

5 years, per year

DFACDIAFaded: behind in that period

4–0DFAC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAC vs DIA

YTD

DimensionalDFAC

+14.1%

DIASPDR

+8.8%

+14.1%Year to date+8.8%

−8.5%Worst drop · 1Y−9.8%

12.2%Volatility · 1Y12.6%

0.9%Yield1.4%

$87.6BAssets$45.1B

3–1DFAC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

DFAC0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAC, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAC, DIA

Today

24.5%most shared, DFAC and DIA

DFACDIA

DFAC—24.5%

DIA24.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

DIAWorst drop−9.8%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DIADFAC

+8.8%Year to date+14.1%

1.4%Yield0.9%

+10.3%Past year+16.0%

0.16%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026