Compare · 3 funds side by side · dividends reinvested

AVUS, DFAC and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,267AVUS · best of the three

02 / 04

AVUS, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.94%+14.9%+18.4%+21.9%+11.5%−7.8%13.3%$14.3B1.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AVUS 2019 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Equity ETF · $14.3B$17,267

AVUS

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

AVUSMeasureDFAC

+14.9%Year to dateJan 1 → Nov 9+14.1%

+18.4%1 yearTotal return+17.7%

+21.9%3 years · per year$10,000 became $18,116 · $17,787+21.2%

+11.5%5 years · per year$10,000 became $17,267 · $16,820+11.0%

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

0.94%Trailing 12-mo yield$94 · $88 a year on $10k0.88%

−7.8%Worst dropSmaller is better−8.5%

13.3%VolatilityLower is calmer13.1%

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

7–1AVUS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVUS vs DFAC: Top 5 Holdings

Today

AVUS

21.7%in top 5

DFAC

in top 520.4%

AVUSStockDFAC

6.0%AAPL5.9%

4.9%MSFT5.0%

4.9%NVDA4.9%

3.6%AMZN2.7%

2.2%META1.9%

Held in common78.0%

End-of-day Nov 9, 2026 · share of each fund

AVUS vs DFAC Returns, Every Period

AvantisAVUS

+11.5%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

AVUSDFACFaded: behind in that period

4–0AVUS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AVUS vs IJH

YTD

AvantisAVUS

+14.9%

IJHiShares

+13.6%

+14.9%Year to date+13.6%

−7.8%Worst drop · 1Y−8.8%

13.3%Volatility · 1Y15.8%

0.9%Yield1.2%

$14.3BAssets$125B

3–1AVUS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVUS, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

AVUS0.15%$15

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AVUS, DFAC, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

AVUS0.94%$94

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

AVUS$94 − $15 = $79

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AVUS, DFAC, IJH

Today

78.0%most shared, AVUS and DFAC

AVUSDFACIJH

AVUS—78.0%7.9%

DFAC78.0%—11.4%

IJH7.9%11.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.4%AVUS, at 13.3% volatility

DFACWorst drop−8.5%13.1% vol

AVUSWorst drop−7.8%13.3% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHAVUS

+13.6%Year to date+14.9%

1.2%Yield0.9%

+17.5%Past year+18.4%

0.05%Fee0.15%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026