Compare · 2 funds side by side · dividends reinvested

DFAC and CSM

DFACDimensional×CSMProShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,681CSM · best of the two

02 / 04

DFAC and CSM, 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%$89.2B1.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M1.6

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 · CSM 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

CSM

ProShares - Large Cap Core Plus · $521M$17,681

$10,000 five years ago, dividends reinvested · they hold 52.2% in common

DFACMeasureCSM

+15.8%Year to dateJan 1 → Nov 4+11.2%

+17.7%1 yearTotal return+13.3%

+23.2%3 years · per year$10,000 became $18,682 · $19,199+24.3%

+11.7%5 years · per year$10,000 became $17,417 · $17,681+12.1%

0.21%Expense ratio$21 · $45 a year on $10k · lower is better0.45%

0.87%Trailing 12-mo yield$87 · $104 a year on $10k1.04%

−8.5%Worst dropSmaller is better−9.4%

12.3%VolatilityLower is calmer12.6%

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

5–3DFAC 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 CSM: Top 5 Holdings

Today

DFAC

20.1%in top 5

CSM

in top 519.6%

DFACStockCSM

5.6%AAPL4.8%

5.3%NVDA5.1%

4.8%MSFT3.8%

not top 5IQMM3.1%

2.6%AMZN2.7%

1.9%METAnot top 5

Held in common52.2%

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

DFAC vs CSM Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

CSMProShares

+12.1%

5 years, per year

DFACCSMFaded: behind in that period

2–2Level

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

DFAC vs CSM

YTD

DimensionalDFAC

+15.8%

CSMProShares

+11.2%

+15.8%Year to date+11.2%

−8.5%Worst drop · 1Y−9.4%

12.3%Volatility · 1Y12.6%

0.9%Yield1.0%

$89.2BAssets$521M

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, CSM

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

CSM0.45%$45

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

Yields: DFAC, CSM

1.04%highest, CSM

FundTrailing yieldYield$10k

CSM1.04%$104

DFAC0.87%$87

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

CSM$104 − $45 = $59

KeptFee

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

Overlap: DFAC, CSM

Today

52.2%most shared, DFAC and CSM

DFACCSM

DFAC—52.2%

CSM52.2%—

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

CSMWorst drop−9.4%12.6% vol

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

Paid More vs Made More

YTD

CSMDFAC

+11.2%Year to date+15.8%

1.0%Yield0.9%

+13.3%Past year+17.7%

0.45%Fee0.21%

3–1DFAC 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