Compare · 3 funds side by side · dividends reinvested

AESR, DFAC and VOO

AESRHorizon Funds×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

AESR, DFAC and VOO, 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%$87.6B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

Anfield U.S. Equity Sector Rotation ETFUS Stock Styles · Large cap0.97%20.56%+12.0%+10.7%+26.3%+11.7%−9.8%19.8%$243M2.3

Rank among the three1st → 3rdFee, 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: AESR 2019 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Anfield U.S. Equity Sector Rotation ETF · $243M$17,413

AESR

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

AESRMeasureDFAC

+12.0%Year to dateJan 1 → Nov 3+14.1%

+10.7%1 yearTotal return+16.0%

+26.3%3 years · per year$10,000 became $20,127 · $18,595+23.0%

+11.7%5 years · per year$10,000 became $17,413 · $16,976+11.2%

0.97%Expense ratio$97 · $21 a year on $10k · lower is better0.21%

20.56%Trailing 12-mo yield$2,056 · $88 a year on $10k0.88%

−9.8%Worst dropSmaller is better−8.5%

19.8%VolatilityLower is calmer12.2%

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

3–5DFAC wins

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

More Ways to See the Pairs

AESR vs DFAC: Top 5 Holdings

Today

AESR

59.3%in top 5

DFAC

in top 519.9%

AESRStockDFAC

15.5%SPYnot top 5

12.2%ARKWnot top 5

11.3%IGVnot top 5

11.0%SOXXnot top 5

9.4%XLCnot top 5

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

not top 5AMZN2.5%

not top 5META1.9%

Held in common1.9%

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

AESR vs DFAC Returns, Every Period

Horizon FundsAESR

+11.7%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

AESRDFACFaded: behind in that period

2–2Level

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

Stocks vs Core: AESR vs VOO

YTD

Horizon FundsAESR

+12.0%

VOOVanguard

+11.5%

+12.0%Year to date+11.5%

−9.8%Worst drop · 1Y−8.9%

19.8%Volatility · 1Y12.7%

20.6%Yield1.1%

$243MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: AESR, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

AESR0.97%$97

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

Yields: AESR, DFAC, VOO

20.56%highest, AESR

FundTrailing yieldYield$10k

AESR20.56%$2,056

VOO1.07%$107

DFAC0.88%$88

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

Income After Fees on $10,000

$1,959most kept, AESR

AESR$2,056 − $97 = $1,959

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

KeptFee

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

Overlap: AESR, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

AESRDFACVOO

AESR—1.9%1.3%

DFAC1.9%—67.3%

VOO1.3%67.3%—

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

Return vs Bumpiness: 3 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

VOOWorst drop−8.9%12.7% vol

AESRWorst drop−9.8%19.8% vol

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

Paid More vs Made More

YTD

AESRDFAC

+12.0%Year to date+14.1%

20.6%Yield0.9%

+10.7%Past year+16.0%

0.97%Fee0.21%

3–1DFAC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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