Compare · 3 funds side by side · dividends reinvested

DFAC, ALTL and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748DFAC · best of the three

Story of the three · IncomeMost incomeALTL · 1.52% · $152 a year on $10k

Story of the three · RiskSmallest drop

DFAC, ALTL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$124B1.9

Pacer Lunt Large Cap Alternator ETFUS Stock Styles · Large cap0.60%1.52%−8.7%−10.7%+7.9%−1.5%−25.6%23.1%$72M2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · ALTL 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

ALTL

Pacer Lunt Large Cap Alternator ETF · $72M$9,278

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

DFAC

More Ways to See the Pairs

DFAC vs ALTL: Top 5 Holdings

Today

DFAC

19.9%in top 5

ALTL

in top 56.7%

DFACStockALTL

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: DFAC, ALTL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

ALTL0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAC, ALTL, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

ALTL

+14.9%Year to dateJan 1 → Nov 11−8.7%

+16.5%1 yearTotal return−10.7%

+21.0%3 years · per year$10,000 became $17,728 · $12,561+7.9%

+10.9%5 years · per year$10,000 became $16,748 · $9,278−1.5%

0.21%Expense ratio$21 · $60 a year on $10k · lower is better0.60%

0.87%Trailing 12-mo yield$87 · $152 a year on $10k1.52%

−8.5%Worst dropSmaller is better−25.6%

13.0%VolatilityLower is calmer23.1%

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

7–1DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5BRK-B1.5%

not top 5WEC1.3%

not top 5DUK1.3%

not top 5EVRG1.3%

not top 5LNT1.3%

Held in common13.2%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs ALTL Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

ALTLPacer

−1.5%

5 years, per year

DFACALTLFaded: behind in that period

4–0DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs ALTL

YTD

DimensionalDFAC

+14.9%

ALTLPacer

−8.7%

+14.9%Year to date−8.7%

−8.5%Worst drop · 1Y−25.6%

13.0%Volatility · 1Y23.1%

0.9%Yield1.5%

$87.4BAssets$71.7M

3–1DFAC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.52%highest, ALTL

FundTrailing yieldYield$10k

ALTL1.52%$152

IJH1.21%$121

DFAC0.87%$87

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

ALTL$152 − $60 = $92

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, ALTL, IJH

Today

13.2%most shared, DFAC and ALTL

DFACALTLIJH

DFAC—13.2%11.5%

ALTL13.2%—0.0%

IJH11.5%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

IJHWorst drop−8.8%15.7% vol

ALTLWorst drop−25.6%23.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

ALTLDFAC

−8.7%Year to date+14.9%

1.5%Yield0.9%

−10.7%Past year+16.5%

0.60%Fee0.21%

3–1DFAC wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAC, ALTL and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three