Compare · 3 funds side by side · dividends reinvested

DFAC, CDL and IJH

DFACDimensional×CDLVictoryShares×IJHiShares×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,689DFAC · best of the three

Story of the three · IncomeMost incomeCDL · 3.04% · $304 a year on $10k

Story of the three · RiskSmallest drop

DFAC, CDL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.04%+21.5%+23.6%+18.4%+10.4%−7.7%11.2%$415M1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.4B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$124B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAC 2005 · CDL 2015 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,689

DFAC

CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF · $415M$16,369

$10,000 five years ago, dividends reinvested · they hold 10.8% in common

DFAC

More Ways to See the Pairs

DFAC vs CDL: Top 5 Holdings

Today

DFAC

20.2%in top 5

CDL

in top 58.3%

DFACStockCDL

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.6%NVDAnot top 5

2.7%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: DFAC, CDL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

CDL0.38%$38

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

Yields: DFAC, CDL, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

CDL

+13.7%Year to dateJan 1 → Nov 10+21.5%

+16.9%1 yearTotal return+23.6%

+20.5%3 years · per year$10,000 became $17,492 · $16,579+18.4%

+10.8%5 years · per year$10,000 became $16,689 · $16,369+10.4%

0.21%Expense ratio$21 · $38 a year on $10k · lower is better0.38%

0.88%Trailing 12-mo yield$88 · $304 a year on $10k3.04%

−8.5%Worst dropSmaller is better−7.7%

13.0%VolatilityLower is calmer11.2%

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

3–5CDL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5WEC1.7%

not top 5EVRG1.7%

not top 5DUK1.7%

not top 5ED1.6%

not top 5LNT1.6%

Held in common10.8%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs CDL Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

CDLVictoryShares

+10.4%

5 years, per year

DFACCDLFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs CDL

YTD

DimensionalDFAC

+13.7%

CDLVictoryShares

+21.5%

+13.7%Year to date+21.5%

−8.5%Worst drop · 1Y−7.7%

13.0%Volatility · 1Y11.2%

0.9%Yield3.0%

$87.4BAssets$415M

4–0CDL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.04%highest, CDL

FundTrailing yieldYield$10k

CDL3.04%$304

IJH1.22%$122

DFAC0.88%$88

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$266most kept, CDL

CDL$304 − $38 = $266

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAC, CDL, IJH

Today

11.5%most shared, DFAC and IJH

DFACCDLIJH

DFAC—10.8%11.5%

CDL10.8%—1.7%

IJH11.5%1.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%CDL, at 11.2% volatility

CDLWorst drop−7.7%11.2% vol

DFACWorst drop−8.5%13.0% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CDLDFAC

+21.5%Year to date+13.7%

3.0%Yield0.9%

+23.6%Past year+16.9%

0.38%Fee0.21%

3–1CDL wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

DFAC, CDL and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three