Compare · 2 funds side by side · dividends reinvested

ACEP and DFAC

ACEPARS×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 03

ACEP and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.1

ARS Core Equity Portfolio ETFUS Stock Styles · Large cap0.46%0.11%+23.6%[…][…][…][…][…]$102M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: ACEP 2025 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

ACEP

ARS Core Equity Portfolio ETF · $102M[…]

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

DFACMeasureACEP

+15.8%Year to dateJan 1 → Nov 4+23.6%

+17.7%1 yearTotal return[…]

+23.2%3 years · per year$10,000 became $18,682 · […][…]

+11.7%5 years · per year$10,000 became $17,417 · […][…]

0.21%Expense ratio$21 · $46 a year on $10k · lower is better0.46%

0.87%Trailing 12-mo yield$87 · $11 a year on $10k0.11%

−8.5%Worst dropSmaller is better[…]

12.3%VolatilityLower is calmer[…]

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

2–1DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs ACEP: Top 5 Holdings

Today

DFAC

20.1%in top 5

ACEP

in top 519.4%

DFACStockACEP

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

not top 5CVX4.2%

not top 5ACN3.9%

not top 5PH3.8%

not top 5TRGP3.8%

not top 5AVGO3.7%

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common9.8%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs ACEP Returns, Every Period

DimensionalDFAC

+17.7%

past year

ACEPARS

[…]

past year

DFACACEPFaded: behind in that period

0–1ACEP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs ACEP

YTD

DimensionalDFAC

+15.8%

ACEPARS

+23.6%

+15.8%Year to date+23.6%

−8.5%Worst drop · 1Y[…]

12.3%Volatility · 1Y[…]

0.9%Yield0.1%

$89.2BAssets$102M

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACEP, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

ACEP0.46%$46

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ACEP, DFAC

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

ACEP0.11%$11

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

ACEP$11 − $46 = −$35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ACEP, DFAC

Today

9.8%most shared, ACEP and DFAC

ACEPDFAC

ACEP—9.8%

DFAC9.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

ACEPWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACACEP

+15.8%Year to date+23.6%

0.9%Yield0.1%

+17.7%Past year[…]

0.21%Fee0.46%

2–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026