Compare · 2 funds side by side · dividends reinvested

DFAC and APUE

DFACDimensional×APUEActivePassive×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

DFAC and APUE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.1

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.73%+13.7%+14.6%+24.0%[…]−9.0%12.8%$2.5B1.9

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: DFAC 2005 · APUE 2023

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

APUE

ActivePassive U.S. Equity ETF · $2.5B[…]

$10,000 five years ago, dividends reinvested · they hold 65.6% in common

DFACMeasureAPUE

+15.8%Year to dateJan 1 → Nov 5+13.7%

+17.7%1 yearTotal return+14.6%

+23.2%3 years · per year$10,000 became $18,682 · $19,058+24.0%

+11.7%5 years · per year$10,000 became $17,417 · […][…]

0.21%Expense ratio$21 · $31 a year on $10k · lower is better0.31%

0.87%Trailing 12-mo yield$87 · $73 a year on $10k0.73%

−8.5%Worst dropSmaller is better−9.0%

12.3%VolatilityLower is calmer12.8%

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

6–1DFAC wins

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

More Ways to See the Pairs

DFAC vs APUE: Top 5 Holdings

Today

DFAC

20.1%in top 5

APUE

in top 526.8%

DFACStockAPUE

5.6%AAPL6.8%

5.3%NVDA6.6%

4.8%MSFT5.4%

not top 5DFAS4.5%

2.6%AMZN3.4%

1.9%METAnot top 5

Held in common65.6%

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

DFAC vs APUE Returns, Every Period

DimensionalDFAC

+17.7%

past year

APUEActivePassive

+14.6%

past year

DFACAPUEFaded: behind in that period

2–1DFAC wins

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

DFAC vs APUE

YTD

DimensionalDFAC

+15.8%

APUEActivePassive

+13.7%

+15.8%Year to date+13.7%

−8.5%Worst drop · 1Y−9.0%

12.3%Volatility · 1Y12.8%

0.9%Yield0.7%

$89.2BAssets$2.5B

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, APUE

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

APUE0.31%$31

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

Yields: DFAC, APUE

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

APUE0.73%$73

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

APUE$73 − $31 = $42

KeptFee

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

Overlap: DFAC, APUE

Today

65.6%most shared, DFAC and APUE

DFACAPUE

DFAC—65.6%

APUE65.6%—

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

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

APUEWorst drop−9.0%12.8% vol

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

Paid More vs Made More

YTD

DFACAPUE

+15.8%Year to date+13.7%

0.9%Yield0.7%

+17.7%Past year+14.6%

0.21%Fee0.31%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026