Compare · 3 funds side by side · dividends reinvested

AESR, DFAC and IJH

AESRHorizon Funds×DFACDimensional×IJHiShares×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,147 · 2022DFAC$16,526AESR$16,524IJH$13,830Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three
02 / 04

AESR, DFAC and IJH, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.5
iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B2.1
Anfield U.S. Equity Sector Rotation ETFUS Stock Styles · Large cap0.97%21.55%+6.8%+8.0%+23.7%+10.6%−13.0%20.4%$245M2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: AESR 2019 · DFAC 2005 · IJH 2000
@TheETFTracker·theetftracker.com

Head to Head

5Y
Anfield U.S. Equity Sector Rotation ETF · $245M$16,524
AESR
DFAC
Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

AESRMeasureDFAC
+6.8%Year to dateJan 1 → Nov 5+11.2%
+8.0%1 yearTotal return+14.3%
+23.7%3 years · per year$10,000 became $18,924 · $17,812+21.2%
+10.6%5 years · per year$10,000 became $16,524 · $16,526+10.6%
0.97%Expense ratio$97 · $21 a year on $10k · lower is better0.21%
21.55%Trailing 12-mo yield$2,155 · $90 a year on $10k0.90%
−13.0%Worst dropSmaller is better−8.5%
20.4%VolatilityLower is calmer12.9%
AESRDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side
2–5DFAC wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

AESR vs DFAC: Top 5 Holdings

Today
AESR
59.6%in top 5
in top 520.5%
AESRStockDFAC
15.5%SPYnot top 5
12.2%ARKWnot top 5
11.3%IGVnot top 5
10.8%SOXXnot top 5
9.7%XLCnot top 5
not top 5AAPL5.8%
not top 5NVDA5.1%
not top 5MSFT5.0%
not top 5AMZN2.7%
not top 5META1.9%
Held in common1.8%
End-of-day Nov 5, 2026 · share of each fund
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AESR vs DFAC Returns, Every Period

5Y
Horizon FundsAESR
+10.6%
5 years, per year
DFACDimensional
+10.6%
5 years, per year
0%+10%+20%+30%+6.8%+11.2%YTD+8.0%+14.3%1 year+23.7%+21.2%3 yrs · yr+10.6%+10.6%5 yrs · yr
AESRDFACFaded: behind in that period
1–2DFAC wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

AESR vs IJH

YTD
Horizon FundsAESR
+6.8%
IJHiShares
+9.5%
Jan 1Nov 5+6.8%+9.5%
+6.8%Year to date+9.5%
−13.0%Worst drop · 1Y−8.8%
20.4%Volatility · 1Y15.5%
21.5%Yield1.3%
$245MAssets$125B
3–1IJH wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: AESR, DFAC, IJH

Today
0.05%lowest, IJH
FundExpense ratioFee$10k
IJH0.05%$5
DFAC0.21%$21
AESR0.97%$97
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: AESR, DFAC, IJH

1Y
21.55%highest, AESR
FundTrailing yieldYield$10k
AESR21.55%$2,155
IJH1.26%$126
DFAC0.90%$90
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$2,058most kept, AESR
AESR$2,155 − $97 = $2,058
IJH$126 − $5 = $121
DFAC$90 − $21 = $69
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: AESR, DFAC, IJH

Today
11.4%most shared, DFAC and IJH
AESRDFACIJH
AESR—1.8%1.5%
DFAC1.8%—11.4%
IJH1.5%11.4%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+14.3%DFAC, at 12.9% volatility
0%+5%+10%+15%+20%5%10%15%20%25%Volatility · 1 year → bumpierDFAC +14.3%IJH +12.9%AESR +8.0%
DFACWorst drop−8.5%12.9% vol
IJHWorst drop−8.8%15.5% vol
AESRWorst drop−13.0%20.4% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 5+6.8%+11.2%
+6.8%Year to date+11.2%
21.5%Yield0.9%
+8.0%Past year+14.3%
0.97%Fee0.21%
3–1DFAC wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$805B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com