Compare · 3 funds side by side · dividends reinvested

DFAC, CPII and IJH

DFACDimensional×CPIIAmerican Beacon×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

DFAC, CPII 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%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B2.1

American Beacon Ionic Inflation Protection ETFUS Stock Styles · Large cap0.70%4.15%+3.8%+3.4%+3.0%[…]−2.2%3.6%$11M2.1

Rank among the three1st → 3rdFee, 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 · CPII 2022 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

CPII

American Beacon Ionic Inflation Protection ETF · $11M[…]

$10,000 five years ago, dividends reinvested

DFACMeasureCPII

+11.2%Year to dateJan 1 → Nov 5+3.8%

+14.3%1 yearTotal return+3.4%

+21.2%3 years · per year$10,000 became $17,812 · $10,916+3.0%

+10.6%5 years · per year$10,000 became $16,526 · […][…]

0.21%Expense ratio$21 · $70 a year on $10k · lower is better0.70%

0.90%Trailing 12-mo yield$90 · $415 a year on $10k4.15%

−8.5%Worst dropSmaller is better−2.2%

12.9%VolatilityLower is calmer3.6%

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

4–3DFAC 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 CPII: Top 5 Holdings

Today

DFAC

20.5%in top 5

CPII

in top 5[…]

DFACStockCPII

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

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

DFAC vs CPII Returns, Every Period

DimensionalDFAC

+14.3%

past year

CPIIAmerican Beacon

+3.4%

past year

DFACCPIIFaded: behind in that period

3–0DFAC wins

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

DFAC vs CPII

YTD

DimensionalDFAC

+11.2%

CPIIAmerican Beacon

+3.8%

+11.2%Year to date+3.8%

−8.5%Worst drop · 1Y−2.2%

12.9%Volatility · 1Y3.6%

0.9%Yield4.1%

$89.2BAssets$11.4M

3–1CPII wins

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

Cost, Income and Risk

Fees: DFAC, CPII, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

CPII0.70%$70

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

Yields: DFAC, CPII, IJH

4.15%highest, CPII

FundTrailing yieldYield$10k

CPII4.15%$415

IJH1.26%$126

DFAC0.90%$90

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

Income After Fees on $10,000

$345most kept, CPII

CPII$415 − $70 = $345

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, CPII, IJH

Today

11.4%most shared, DFAC and IJH

DFACCPIIIJH

DFAC—[…]11.4%

CPII[…]—[…]

IJH11.4%[…]—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

CPIIWorst drop−2.2%3.6% vol

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

CPIIDFAC

+3.8%Year to date+11.2%

4.1%Yield0.9%

+3.4%Past year+14.3%

0.70%Fee0.21%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026