Compare · 3 funds side by side · dividends reinvested

DFAC, CCSO and IJH

DFACDimensional×CCSOCarbon Collective×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, CCSO and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.8

Carbon Collective Climate Solutions U.S. Equity ETFUS Stock Styles · Large cap0.35%0.65%−2.8%−5.1%+13.5%[…]−21.6%23.2%$42M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · CCSO 2022 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

CCSO

Carbon Collective Climate Solutions U.S. Equity ETF · $42M[…]

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

DFACMeasureCCSO

+11.4%Year to dateJan 1 → Nov 6−2.8%

+13.8%1 yearTotal return−5.1%

+21.0%3 years · per year$10,000 became $17,722 · $14,630+13.5%

+10.6%5 years · per year$10,000 became $16,525 · […][…]

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

0.90%Trailing 12-mo yield$90 · $65 a year on $10k0.65%

−8.5%Worst dropSmaller is better−21.6%

12.9%VolatilityLower is calmer23.2%

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

7–0DFAC wins

End-of-day Nov 6, 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

20.4%in top 5

CCSO

in top 529.6%

DFACStockCCSO

not top 5RSG7.0%

not top 5WM6.1%

5.9%AAPLnot top 5

not top 5NUE5.9%

not top 5SCCO5.3%

not top 5JCI5.3%

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common1.7%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs CCSO Returns, Every Period

DimensionalDFAC

+13.8%

past year

CCSOCarbon Collective

−5.1%

past year

DFACCCSOFaded: behind in that period

3–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs IJH

YTD

DimensionalDFAC

+11.4%

IJHiShares

+9.5%

+11.4%Year to date+9.5%

−8.5%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

0.9%Yield1.3%

$85.6BAssets$121B

3–1DFAC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, CCSO, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

CCSO0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, CCSO, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

DFAC0.90%$90

CCSO0.65%$65

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

CCSO$65 − $35 = $30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, CCSO, IJH

Today

11.4%most shared, DFAC and IJH

DFACCCSOIJH

DFAC—1.7%11.4%

CCSO1.7%—3.2%

IJH11.4%3.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

CCSOWorst drop−21.6%23.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.4%

1.3%Yield0.9%

+12.9%Past year+13.8%

0.05%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026