Compare · 3 funds side by side · dividends reinvested

DFAC, CTAP and VO

DFACDimensional×CTAPSimplify×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

DFAC, CTAP and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.8

Simplify US Equity PLUS Managed Futures Strategy ETFUS Stock Styles · Large cap0.13%3.03%+5.9%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: DFAC 2005 · CTAP 2025 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

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

+14.1%Year to dateJan 1 → Nov 9+5.9%

+17.7%1 yearTotal return[…]

+21.2%3 years · per year$10,000 became $17,787 · […][…]

+11.0%5 years · per year$10,000 became $16,820 · […][…]

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

0.88%Trailing 12-mo yield$88 · $303 a year on $10k3.03%

−8.5%Worst dropSmaller is better[…]

13.1%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 9, 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 566.3%

DFACStockCTAP

not top 5SBIL66.3%

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs CTAP Returns, Every Period

DimensionalDFAC

+17.7%

past year

CTAPSimplify

[…]

past year

DFACCTAPFaded: behind in that period

1–0DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs CTAP

YTD

DimensionalDFAC

+14.1%

CTAPSimplify

+5.9%

+14.1%Year to date+5.9%

−8.5%Worst drop · 1Y[…]

13.1%Volatility · 1Y[…]

0.9%Yield3.0%

$85.6BAssets$144M

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, CTAP, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

CTAP0.13%$13

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, CTAP, VO

3.03%highest, CTAP

FundTrailing yieldYield$10k

CTAP3.03%$303

VO1.35%$135

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, CTAP

CTAP$303 − $13 = $290

VO$135 − $3 = $132

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, CTAP, VO

Today

19.6%most shared, DFAC and VO

DFACCTAPVO

DFAC—0.0%19.6%

CTAP0.0%—0.0%

VO19.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

CTAPWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CTAPDFAC

+5.9%Year to date+14.1%

3.0%Yield0.9%

[…]Past year+17.7%

0.13%Fee0.21%

2–1CTAP wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026