Compare · 3 funds side by side · dividends reinvested

CSD, DFAC and IJH

CSDInvesco×DFACDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,674CSD · best of the three

02 / 04

CSD, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.8

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+25.2%+29.3%+32.7%+14.5%−17.6%25.4%$211M2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSD 2006 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $211M$19,674

CSD

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

CSDMeasureDFAC

+25.2%Year to dateJan 1 → Nov 6+11.4%

+29.3%1 yearTotal return+13.8%

+32.7%3 years · per year$10,000 became $23,371 · $17,722+21.0%

+14.5%5 years · per year$10,000 became $19,674 · $16,525+10.6%

0.66%Expense ratio$66 · $21 a year on $10k · lower is better0.21%

0.13%Trailing 12-mo yield$13 · $90 a year on $10k0.90%

−17.6%Worst dropSmaller is better−8.5%

25.4%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSD vs DFAC: Top 5 Holdings

Today

CSD

37.9%in top 5

DFAC

in top 520.4%

CSDStockDFAC

10.2%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

6.6%Qnot top 5

6.1%GEVnot top 5

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.9%

End-of-day Nov 6, 2026 · share of each fund

CSD vs DFAC Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

CSDDFACFaded: behind in that period

4–0CSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSD vs IJH

YTD

InvescoCSD

+25.2%

IJHiShares

+9.5%

+25.2%Year to date+9.5%

−17.6%Worst drop · 1Y−8.8%

25.4%Volatility · 1Y15.5%

0.1%Yield1.3%

$211MAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

CSD0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSD, DFAC, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAC0.90%$90

CSD0.13%$13

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSD, DFAC, IJH

Today

11.4%most shared, DFAC and IJH

CSDDFACIJH

CSD—0.9%0.7%

DFAC0.9%—11.4%

IJH0.7%11.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%CSD, at 25.4% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

CSDWorst drop−17.6%25.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHCSD

+9.5%Year to date+25.2%

1.3%Yield0.1%

+12.9%Past year+29.3%

0.05%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026