Compare · 2 funds side by side · dividends reinvested

DEMZ and DFAC

DEMZRAM×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,056DEMZ · best of the two

02 / 04

DEMZ and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.3

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.89%+9.1%+10.1%+22.4%+11.3%−12.3%15.4%$66M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DEMZ 2020 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $66M$17,056

DEMZ

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

DEMZMeasureDFAC

+9.1%Year to dateJan 1 → Nov 5+11.2%

+10.1%1 yearTotal return+14.3%

+22.4%3 years · per year$10,000 became $18,355 · $17,812+21.2%

+11.3%5 years · per year$10,000 became $17,056 · $16,526+10.6%

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

0.89%Trailing 12-mo yield$89 · $90 a year on $10k0.90%

−12.3%Worst dropSmaller is better−8.5%

15.4%VolatilityLower is calmer12.9%

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

2–6DFAC wins

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

More Ways to See the Pairs

DEMZ vs DFAC: Top 5 Holdings

Today

DEMZ

24.1%in top 5

DFAC

in top 520.5%

DEMZStockDFAC

5.0%AAPL5.8%

5.4%MSFT5.0%

4.4%NVDA5.1%

4.7%Lnot top 5

4.5%COSTnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common21.6%

End-of-day Nov 5, 2026 · share of each fund

DEMZ vs DFAC Returns, Every Period

RAMDEMZ

+11.3%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

DEMZDFACFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DEMZ vs DFAC

YTD

RAMDEMZ

+9.1%

DFACDimensional

+11.2%

+9.1%Year to date+11.2%

−12.3%Worst drop · 1Y−8.5%

15.4%Volatility · 1Y12.9%

0.9%Yield0.9%

$66.3MAssets$85.7B

3–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEMZ, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

DEMZ0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DEMZ, DFAC

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

DEMZ0.89%$89

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

DEMZ$89 − $45 = $44

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DEMZ, DFAC

Today

21.6%most shared, DEMZ and DFAC

DEMZDFAC

DEMZ—21.6%

DFAC21.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

DEMZWorst drop−12.3%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACDEMZ

+11.2%Year to date+9.1%

0.9%Yield0.9%

+14.3%Past year+10.1%

0.21%Fee0.45%

3–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026