Compare · 2 funds side by side · dividends reinvested

DFAC and AVUS

DFACDimensional×AVUSAvantis×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,912AVUS · best of the two

02 / 04

DFAC and AVUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.93%+16.8%+18.5%+24.0%+12.4%−7.8%12.5%$14.7B1.1

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%$89.2B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · AVUS 2019

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

AVUS

Avantis U.S. Equity ETF · $14.7B$17,912

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

DFACMeasureAVUS

+15.8%Year to dateJan 1 → Nov 4+16.8%

+17.7%1 yearTotal return+18.5%

+23.2%3 years · per year$10,000 became $18,682 · $19,063+24.0%

+11.7%5 years · per year$10,000 became $17,417 · $17,912+12.4%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.87%Trailing 12-mo yield$87 · $93 a year on $10k0.93%

−8.5%Worst dropSmaller is better−7.8%

12.3%VolatilityLower is calmer12.5%

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

1–7AVUS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs AVUS: Top 5 Holdings

Today

DFAC

20.1%in top 5

AVUS

in top 521.3%

DFACStockAVUS

5.6%AAPL5.7%

5.3%NVDA5.3%

4.8%MSFT4.7%

2.6%AMZN3.4%

1.9%META2.2%

Held in common78.0%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs AVUS Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

AVUSAvantis

+12.4%

5 years, per year

DFACAVUSFaded: behind in that period

0–4AVUS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs AVUS

YTD

DimensionalDFAC

+15.8%

AVUSAvantis

+16.8%

+15.8%Year to date+16.8%

−8.5%Worst drop · 1Y−7.8%

12.3%Volatility · 1Y12.5%

0.9%Yield0.9%

$89.2BAssets$14.7B

2–1AVUS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, AVUS

Today

0.15%lowest, AVUS

FundExpense ratioFee$10k

AVUS0.15%$15

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, AVUS

0.93%highest, AVUS

FundTrailing yieldYield$10k

AVUS0.93%$93

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, AVUS

AVUS$93 − $15 = $78

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, AVUS

Today

78.0%most shared, DFAC and AVUS

DFACAVUS

DFAC—78.0%

AVUS78.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.5%AVUS, at 12.5% volatility

DFACWorst drop−8.5%12.3% vol

AVUSWorst drop−7.8%12.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AVUSDFAC

+16.8%Year to date+15.8%

0.9%Yield0.9%

+18.5%Past year+17.7%

0.15%Fee0.21%

3–0AVUS wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026