Compare · 3 funds side by side · dividends reinvested

DFAC, DEMZ and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,056DEMZ · best of the three

02 / 04

DFAC, DEMZ and VUG, 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%$89.2B1.5

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.89%+9.1%+10.1%+22.4%+11.3%−12.3%15.4%$69M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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 · DEMZ 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

DEMZ

Democratic Large Cap Core ETF · $69M$17,056

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

DFACMeasureDEMZ

+11.2%Year to dateJan 1 → Nov 5+9.1%

+14.3%1 yearTotal return+10.1%

+21.2%3 years · per year$10,000 became $17,812 · $18,355+22.4%

+10.6%5 years · per year$10,000 became $16,526 · $17,056+11.3%

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

0.90%Trailing 12-mo yield$90 · $89 a year on $10k0.89%

−8.5%Worst dropSmaller is better−12.3%

12.9%VolatilityLower is calmer15.4%

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

6–2DFAC 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 DEMZ: Top 5 Holdings

Today

DFAC

20.5%in top 5

DEMZ

in top 524.1%

DFACStockDEMZ

5.8%AAPL5.0%

5.0%MSFT5.4%

5.1%NVDA4.4%

not top 5L4.7%

not top 5COST4.5%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common21.6%

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

DFAC vs DEMZ Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

DEMZRAM

+11.3%

5 years, per year

DFACDEMZFaded: behind in that period

2–2Level

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

DFAC vs DEMZ

YTD

DimensionalDFAC

+11.2%

DEMZRAM

+9.1%

+11.2%Year to date+9.1%

−8.5%Worst drop · 1Y−12.3%

12.9%Volatility · 1Y15.4%

0.9%Yield0.9%

$89.2BAssets$69.2M

3–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, DEMZ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

DEMZ0.45%$45

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

Yields: DFAC, DEMZ, VUG

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

DEMZ0.89%$89

VUG0.43%$43

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

DEMZ$89 − $45 = $44

VUG$43 − $3 = $40

KeptFee

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

Overlap: DFAC, DEMZ, VUG

Today

36.2%most shared, DFAC and VUG

DFACDEMZVUG

DFAC—21.6%36.2%

DEMZ21.6%—30.9%

VUG36.2%30.9%—

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

DFACWorst drop−8.5%12.9% vol

DEMZWorst drop−12.3%15.4% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DFACDEMZ

+11.2%Year to date+9.1%

0.9%Yield0.9%

+14.3%Past year+10.1%

0.21%Fee0.45%

3–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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