Compare · 2 funds side by side · dividends reinvested

DFAC and CCSO

DFACDimensional×CCSOCarbon Collective×

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 CCSO, 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%$87.6B1.0

Carbon Collective Climate Solutions U.S. Equity ETFUS Stock Styles · Large cap0.35%0.63%−0.1%−3.0%+15.3%[…]−19.6%23.0%$45M2.0

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 · CCSO 2022

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

DFAC

CCSO

Carbon Collective Climate Solutions U.S. Equity ETF · $45M[…]

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

DFACMeasureCCSO

+15.8%Year to dateJan 1 → Nov 4−0.1%

+17.7%1 yearTotal return−3.0%

+23.2%3 years · per year$10,000 became $18,682 · $15,325+15.3%

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

0.21%Expense ratio$21 · $35 a year on $10k · lower is better0.35%

0.87%Trailing 12-mo yield$87 · $63 a year on $10k0.63%

−8.5%Worst dropSmaller is better−19.6%

12.3%VolatilityLower is calmer23.0%

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

7–0DFAC 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 CCSO: Top 5 Holdings

Today

DFAC

20.1%in top 5

CCSO

in top 529.5%

DFACStockCCSO

not top 5RSG6.5%

not top 5NUE6.3%

not top 5JCI5.7%

not top 5WM5.7%

5.6%AAPLnot top 5

5.3%NVDAnot top 5

not top 5SCCO5.3%

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common1.8%

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

DFAC vs CCSO Returns, Every Period

DimensionalDFAC

+17.7%

past year

CCSOCarbon Collective

−3.0%

past year

DFACCCSOFaded: behind in that period

3–0DFAC wins

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

DFAC vs CCSO

YTD

DimensionalDFAC

+15.8%

CCSOCarbon Collective

−0.1%

+15.8%Year to date−0.1%

−8.5%Worst drop · 1Y−19.6%

12.3%Volatility · 1Y23.0%

0.9%Yield0.6%

$87.6BAssets$44.8M

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, CCSO

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

CCSO0.35%$35

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

Yields: DFAC, CCSO

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

CCSO0.63%$63

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

CCSO$63 − $35 = $28

KeptFee

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

Overlap: DFAC, CCSO

Today

1.8%most shared, DFAC and CCSO

DFACCCSO

DFAC—1.8%

CCSO1.8%—

End-of-day Nov 4, 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

CCSOWorst drop−19.6%23.0% vol

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

Paid More vs Made More

YTD

DFACCCSO

+15.8%Year to date−0.1%

0.9%Yield0.6%

+17.7%Past year−3.0%

0.21%Fee0.35%

4–0DFAC 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026