Compare · 3 funds side by side · dividends reinvested

CSM, DFAC and IJH

CSMProShares×DFACDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,292CSM · best of the three

02 / 04

CSM, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B2.1

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.4%+11.4%+24.1%+11.6%−9.4%12.5%$512M2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: CSM 2009 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $512M$17,292

CSM

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

CSMMeasureDFAC

+9.4%Year to dateJan 1 → Nov 3+14.1%

+11.4%1 yearTotal return+16.0%

+24.1%3 years · per year$10,000 became $19,103 · $18,595+23.0%

+11.6%5 years · per year$10,000 became $17,292 · $16,976+11.2%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

1.06%Trailing 12-mo yield$106 · $88 a year on $10k0.88%

−9.4%Worst dropSmaller is better−8.5%

12.5%VolatilityLower is calmer12.2%

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

3–5DFAC wins

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

More Ways to See the Pairs

CSM vs DFAC: Top 5 Holdings

Today

CSM

19.5%in top 5

DFAC

in top 519.9%

CSMStockDFAC

4.9%AAPL5.7%

5.0%NVDA5.2%

3.7%MSFT4.7%

3.1%IQMMnot top 5

2.7%AMZN2.5%

not top 5META1.9%

Held in common52.1%

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

CSM vs DFAC Returns, Every Period

ProSharesCSM

+11.6%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

CSMDFACFaded: behind in that period

2–2Level

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

CSM vs IJH

YTD

ProSharesCSM

+9.4%

IJHiShares

+13.2%

+9.4%Year to date+13.2%

−9.4%Worst drop · 1Y−8.8%

12.5%Volatility · 1Y15.0%

1.1%Yield1.2%

$512MAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: CSM, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

CSM0.45%$45

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

Yields: CSM, DFAC, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

CSM1.06%$106

DFAC0.88%$88

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

CSM$106 − $45 = $61

KeptFee

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

Overlap: CSM, DFAC, IJH

Today

52.1%most shared, CSM and DFAC

CSMDFACIJH

CSM—52.1%0.0%

DFAC52.1%—11.5%

IJH0.0%11.5%—

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

Return vs Bumpiness: 3 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

CSMWorst drop−9.4%12.5% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

IJHDFAC

+13.2%Year to date+14.1%

1.2%Yield0.9%

+15.7%Past year+16.0%

0.05%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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