Compare · 2 funds side by side · dividends reinvested

VEGN and DFAC

VEGNBeyond Investing×DFACDimensional×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$20,510VEGN · best of the two

02 / 04

VEGN and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

US Vegan Climate ETFUS Stock Styles · Large cap0.60%0.60%+20.0%+19.3%+27.1%+12.1%−12.3%21.8%$175M1.5

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%$87.6B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: VEGN 2019 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

US Vegan Climate ETF · $175M$17,688

VEGN

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

$10,000 five years ago, dividends reinvested · they hold 30.4% in common

VEGNMeasureDFAC

+20.0%Year to dateJan 1 → Nov 3+14.1%

+19.3%1 yearTotal return+16.0%

+27.1%3 years · per year$10,000 became $20,510 · $18,595+23.0%

+12.1%5 years · per year$10,000 became $17,688 · $16,976+11.2%

0.60%Expense ratio$60 · $21 a year on $10k · lower is better0.21%

0.60%Trailing 12-mo yield$60 · $88 a year on $10k0.88%

−12.3%Worst dropSmaller is better−8.5%

21.8%VolatilityLower is calmer12.2%

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

4–4Level

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

More Ways to See the Pairs

VEGN vs DFAC: Top 5 Holdings

Today

VEGN

22.7%in top 5

DFAC

in top 519.9%

VEGNStockDFAC

5.1%AAPL5.7%

4.1%NVDA5.2%

4.8%MUnot top 5

not top 5MSFT4.7%

4.4%Vnot top 5

4.2%AMDnot top 5

not top 5AMZN2.5%

not top 5META1.9%

Held in common30.4%

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

VEGN vs DFAC Returns, Every Period

Beyond InvestingVEGN

+12.1%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

VEGNDFACFaded: behind in that period

4–0VEGN wins

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

VEGN vs DFAC

YTD

Beyond InvestingVEGN

+20.0%

DFACDimensional

+14.1%

+20.0%Year to date+14.1%

−12.3%Worst drop · 1Y−8.5%

21.8%Volatility · 1Y12.2%

0.6%Yield0.9%

$175MAssets$87.6B

3–1DFAC wins

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

Cost, Income and Risk

Fees: VEGN, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

VEGN0.60%$60

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

Yields: VEGN, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

VEGN0.60%$60

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VEGN$60 − $60 = $0

KeptFee

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

Overlap: VEGN, DFAC

Today

30.4%most shared, VEGN and DFAC

VEGNDFAC

VEGN—30.4%

DFAC30.4%—

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

Return vs Bumpiness: 2 ETFs

+19.3%VEGN, at 21.8% volatility

DFACWorst drop−8.5%12.2% vol

VEGNWorst drop−12.3%21.8% vol

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

Paid More vs Made More

YTD

DFACVEGN

+14.1%Year to date+20.0%

0.9%Yield0.6%

+16.0%Past year+19.3%

0.21%Fee0.60%

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