Compare · 2 funds side by side · dividends reinvested

APUE and DFAC

APUEActivePassive×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,526DFAC · best of the two

02 / 04

APUE and DFAC, 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%$85.7B1.1

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.76%+8.9%+11.1%+21.9%[…]−9.0%13.5%$2.5B1.9

Rank among the two1st → 2ndFee, 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: APUE 2023 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.5B[…]

APUE

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 65.8% in common

APUEMeasureDFAC

+8.9%Year to dateJan 1 → Nov 5+11.2%

+11.1%1 yearTotal return+14.3%

+21.9%3 years · per year$10,000 became $18,130 · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

0.31%Expense ratio$31 · $21 a year on $10k · lower is better0.21%

0.76%Trailing 12-mo yield$76 · $90 a year on $10k0.90%

−9.0%Worst dropSmaller is better−8.5%

13.5%VolatilityLower is calmer12.9%

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

1–6DFAC wins

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

More Ways to See the Pairs

APUE vs DFAC: Top 5 Holdings

Today

APUE

27.2%in top 5

DFAC

in top 520.5%

APUEStockDFAC

7.0%AAPL5.8%

6.3%NVDA5.1%

5.7%MSFT5.0%

4.5%DFASnot top 5

3.6%AMZN2.7%

not top 5META1.9%

Held in common65.8%

End-of-day Nov 5, 2026 · share of each fund

APUE vs DFAC Returns, Every Period

ActivePassiveAPUE

+11.1%

past year

DFACDimensional

+14.3%

past year

APUEDFACFaded: behind in that period

1–2DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

APUE vs DFAC

YTD

ActivePassiveAPUE

+8.9%

DFACDimensional

+11.2%

+8.9%Year to date+11.2%

−9.0%Worst drop · 1Y−8.5%

13.5%Volatility · 1Y12.9%

0.8%Yield0.9%

$2.5BAssets$85.7B

4–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APUE, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

APUE0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: APUE, DFAC

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

APUE0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

APUE$76 − $31 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: APUE, DFAC

Today

65.8%most shared, APUE and DFAC

APUEDFAC

APUE—65.8%

DFAC65.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

APUEWorst drop−9.0%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACAPUE

+11.2%Year to date+8.9%

0.9%Yield0.8%

+14.3%Past year+11.1%

0.21%Fee0.31%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026