Compare · 2 funds side by side · dividends reinvested

CDL and DFAC

CDLVictoryShares×DFACDimensional×

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

02 / 04

CDL and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.05%+20.0%+22.5%+19.9%+10.1%−7.9%10.9%$413M1.4

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: CDL 2015 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $413M$16,142

CDL

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

CDLMeasureDFAC

+20.0%Year to dateJan 1 → Nov 3+14.1%

+22.5%1 yearTotal return+16.0%

+19.9%3 years · per year$10,000 became $17,255 · $18,595+23.0%

+10.1%5 years · per year$10,000 became $16,142 · $16,976+11.2%

0.38%Expense ratio$38 · $21 a year on $10k · lower is better0.21%

3.05%Trailing 12-mo yield$305 · $88 a year on $10k0.88%

−7.9%Worst dropSmaller is better−8.5%

10.9%VolatilityLower is calmer12.2%

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

5–3CDL wins

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

More Ways to See the Pairs

CDL vs DFAC: Top 5 Holdings

Today

CDL

8.2%in top 5

DFAC

in top 519.9%

CDLStockDFAC

not top 5AAPL5.7%

not top 5NVDA5.2%

not top 5MSFT4.7%

not top 5AMZN2.5%

not top 5META1.9%

1.7%WECnot top 5

1.6%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common11.0%

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

CDL vs DFAC Returns, Every Period

VictorySharesCDL

+10.1%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

CDLDFACFaded: behind in that period

2–2Level

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

CDL vs DFAC

YTD

VictorySharesCDL

+20.0%

DFACDimensional

+14.1%

+20.0%Year to date+14.1%

−7.9%Worst drop · 1Y−8.5%

10.9%Volatility · 1Y12.2%

3.1%Yield0.9%

$413MAssets$87.6B

4–0CDL wins

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

Cost, Income and Risk

Fees: CDL, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

CDL0.38%$38

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

Yields: CDL, DFAC

3.05%highest, CDL

FundTrailing yieldYield$10k

CDL3.05%$305

DFAC0.88%$88

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

Income After Fees on $10,000

$267most kept, CDL

CDL$305 − $38 = $267

DFAC$88 − $21 = $67

KeptFee

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

Overlap: CDL, DFAC

Today

11.0%most shared, CDL and DFAC

CDLDFAC

CDL—11.0%

DFAC11.0%—

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

Return vs Bumpiness: 2 ETFs

+22.5%CDL, at 10.9% volatility

CDLWorst drop−7.9%10.9% vol

DFACWorst drop−8.5%12.2% vol

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

Paid More vs Made More

YTD

CDLDFAC

+20.0%Year to date+14.1%

3.1%Yield0.9%

+22.5%Past year+16.0%

0.38%Fee0.21%

3–1CDL 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