Compare · 2 funds side by side · dividends reinvested

AVSU and DFAC

AVSUAvantis×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

AVSU and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Responsible U.S. Equity ETFUS Stock Styles · Large cap0.15%0.90%+14.8%+17.3%+24.0%[…]−10.1%14.2%$479M1.3

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%$87.6B1.6

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: AVSU 2022 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Responsible U.S. Equity ETF · $479M[…]

AVSU

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 67.3% in common

AVSUMeasureDFAC

+14.8%Year to dateJan 1 → Nov 3+14.1%

+17.3%1 yearTotal return+16.0%

+24.0%3 years · per year$10,000 became $19,064 · $18,595+23.0%

[…]5 years · per year$10,000 became […] · $16,976+11.2%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

0.90%Trailing 12-mo yield$90 · $88 a year on $10k0.88%

−10.1%Worst dropSmaller is better−8.5%

14.2%VolatilityLower is calmer12.2%

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

5–2AVSU wins

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

More Ways to See the Pairs

AVSU vs DFAC: Top 5 Holdings

Today

AVSU

22.6%in top 5

DFAC

in top 519.9%

AVSUStockDFAC

6.4%AAPL5.7%

5.4%NVDA5.2%

5.0%MSFT4.7%

3.5%AMZN2.5%

2.3%META1.9%

Held in common67.3%

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

AVSU vs DFAC Returns, Every Period

AvantisAVSU

+17.3%

past year

DFACDimensional

+16.0%

past year

AVSUDFACFaded: behind in that period

3–0AVSU wins

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

AVSU vs DFAC

YTD

AvantisAVSU

+14.8%

DFACDimensional

+14.1%

+14.8%Year to date+14.1%

−10.1%Worst drop · 1Y−8.5%

14.2%Volatility · 1Y12.2%

0.9%Yield0.9%

$479MAssets$87.6B

2–1DFAC wins

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

Cost, Income and Risk

Fees: AVSU, DFAC

Today

0.15%lowest, AVSU

FundExpense ratioFee$10k

AVSU0.15%$15

DFAC0.21%$21

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

Yields: AVSU, DFAC

0.90%highest, AVSU

FundTrailing yieldYield$10k

AVSU0.90%$90

DFAC0.88%$88

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

Income After Fees on $10,000

$75most kept, AVSU

AVSU$90 − $15 = $75

DFAC$88 − $21 = $67

KeptFee

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

Overlap: AVSU, DFAC

Today

67.3%most shared, AVSU and DFAC

AVSUDFAC

AVSU—67.3%

DFAC67.3%—

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

Return vs Bumpiness: 2 ETFs

+17.3%AVSU, at 14.2% volatility

DFACWorst drop−8.5%12.2% vol

AVSUWorst drop−10.1%14.2% vol

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

Paid More vs Made More

YTD

AVSUDFAC

+14.8%Year to date+14.1%

0.9%Yield0.9%

+17.3%Past year+16.0%

0.15%Fee0.21%

3–0AVSU wins

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