Compare · 2 funds side by side · dividends reinvested

DFAC and SMRI

DFACDimensional×SMRIBushido×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$20,347SMRI · best of the two

Story of the two · IncomeMost incomeSMRI · 1.40% · $140 a year on $10k

Story of the two · RiskSmallest drop

DFAC and SMRI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.40%+33.2%+35.6%+26.7%[…]−8.7%15.3%$712M1.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.6B1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAC 2005 · SMRI 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.6B$16,443

DFAC

SMRI

Bushido Capital US Equity ETF · $712M[…]

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

DFACMeasureSMRI

+13.9%

More Ways to See the Pairs

DFAC vs SMRI: Top 5 Holdings

Today

DFAC

19.8%in top 5

SMRI

in top 512.1%

DFACStockSMRI

5.9%AAPLnot top 5

4.7%MSFTnot top 5

4.4%NVDAnot top 5

2.7%AMZNnot top 5

not top 5ACN2.7%

Cost, Income and Risk

Fees: DFAC, SMRI

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SMRI0.71%$71

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAC, SMRI

1Y

1.40%highest, SMRI

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+33.2%

+15.1%1 yearTotal return+35.6%

+20.7%3 years · per year$10,000 became $17,599 · $20,347+26.7%

+10.5%5 years · per year$10,000 became $16,443 · […][…]

0.21%Expense ratio$21 · $71 a year on $10k · lower is better0.71%

0.88%Trailing 12-mo yield$88 · $140 a year on $10k1.40%

−8.5%Worst dropSmaller is better−8.7%

13.1%VolatilityLower is calmer15.3%

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

3–4SMRI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CAH2.4%

not top 5APP2.3%

not top 5ADSK2.3%

not top 5UTHR2.3%

1.9%METAnot top 5

Held in common7.9%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs SMRI Returns, Every Period

1Y

DimensionalDFAC

+15.1%

past year

SMRIBushido

+35.6%

past year

DFACSMRIFaded: behind in that period

0–3SMRI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs SMRI

YTD

DimensionalDFAC

+13.9%

SMRIBushido

+33.2%

+13.9%Year to date+33.2%

−8.5%Worst drop · 1Y−8.7%

13.1%Volatility · 1Y15.3%

0.9%Yield1.4%

$87.6BAssets$712M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

SMRI1.40%$140

DFAC0.88%$88

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$69most kept, SMRI

SMRI$140 − $71 = $69

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAC, SMRI

Today

7.9%most shared, DFAC and SMRI

DFACSMRI

DFAC—7.9%

SMRI7.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+35.6%SMRI, at 15.3% volatility

DFACWorst drop−8.5%13.1% vol

SMRIWorst drop−8.7%15.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SMRIDFAC

+33.2%Year to date+13.9%

1.4%Yield0.9%

+35.6%Past year+15.1%

0.71%Fee0.21%

3–1SMRI wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFAC and SMRI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two