Compare · 3 funds side by side · dividends reinvested

DFAC, CTAP and IJH

DFACDimensional×CTAPSimplify×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, CTAP 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%$85.6B1.5

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%$121B1.9

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.08%+4.4%[…][…][…][…][…]$144M2.0

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 · CTAP 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

CTAP

Simplify US Equity PLUS Managed Futures Strategy ETF · $144M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFACMeasureCTAP

+11.4%Year to dateJan 1 → Nov 6+4.4%

+13.8%1 yearTotal return[…]

+21.0%3 years · per year$10,000 became $17,722 · […][…]

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

0.21%Expense ratio$21 · $13 a year on $10k · lower is better0.13%

0.90%Trailing 12-mo yield$90 · $308 a year on $10k3.08%

−8.5%Worst dropSmaller is better[…]

12.9%VolatilityLower is calmer[…]

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

1–2CTAP 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 CTAP: Top 5 Holdings

Today

DFAC

20.4%in top 5

CTAP

in top 563.4%

DFACStockCTAP

not top 5SBIL63.4%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

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

DFAC vs CTAP Returns, Every Period

DimensionalDFAC

+13.8%

past year

CTAPSimplify

[…]

past year

DFACCTAPFaded: behind in that period

1–0DFAC wins

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

DFAC vs CTAP

YTD

DimensionalDFAC

+11.4%

CTAPSimplify

+4.4%

+11.4%Year to date+4.4%

−8.5%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

0.9%Yield3.1%

$85.6BAssets$144M

1–1level

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

Cost, Income and Risk

Fees: DFAC, CTAP, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

CTAP0.13%$13

DFAC0.21%$21

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

Yields: DFAC, CTAP, IJH

3.08%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.08%$308

IJH1.25%$125

DFAC0.90%$90

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

Income After Fees on $10,000

$295most kept, CTAP

CTAP$308 − $13 = $295

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, CTAP, IJH

Today

11.4%most shared, DFAC and IJH

DFACCTAPIJH

DFAC—0.0%11.4%

CTAP0.0%—0.0%

IJH11.4%0.0%—

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

CTAPWorst drop[…][…]

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

Paid More vs Made More

YTD

CTAPDFAC

+4.4%Year to date+11.4%

3.1%Yield0.9%

[…]Past year+13.8%

0.13%Fee0.21%

2–1CTAP wins

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