Compare · 3 funds side by side · dividends reinvested

DFAC, DFAT and IJH

DFACDimensional×DFATDimensional×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748DFAC · best of the three

Story of the three · IncomeMost incomeDFAT · 1.32% · $132 a year on $10k

Story of the three · RiskSmallest drop

DFAC, DFAT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B1.6

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.8B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · DFAT 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

DFAC

DFAT

Dimensional - US Targeted Value ETF · $31.8B$15,714

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

DFAC

More Ways to See the Pairs

DFAC vs DFAT: Top 5 Holdings

Today

DFAC

19.9%in top 5

DFAT

in top 53.6%

DFACStockDFAT

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: DFAC, DFAT, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

DFAT0.31%$31

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAC, DFAT, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

DFAT

+14.9%Year to dateJan 1 → Nov 11+19.7%

+16.5%1 yearTotal return+24.7%

+21.0%3 years · per year$10,000 became $17,728 · $16,277+17.6%

+10.9%5 years · per year$10,000 became $16,748 · $15,714+9.5%

0.21%Expense ratio$21 · $31 a year on $10k · lower is better0.31%

0.87%Trailing 12-mo yield$87 · $132 a year on $10k1.32%

−8.5%Worst dropSmaller is better−9.6%

13.0%VolatilityLower is calmer14.7%

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

5–3DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OVV0.8%

not top 5CNH0.7%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common12.9%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs DFAT Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

DFATDimensional

+9.5%

5 years, per year

DFACDFATFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs DFAT

YTD

DimensionalDFAC

+14.9%

DFATDimensional

+19.7%

+14.9%Year to date+19.7%

−8.5%Worst drop · 1Y−9.6%

13.0%Volatility · 1Y14.7%

0.9%Yield1.3%

$88.3BAssets$31.8B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

IJH1.21%$121

DFAC0.87%$87

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

DFAT$132 − $31 = $101

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, DFAT, IJH

Today

30.2%most shared, DFAT and IJH

DFACDFATIJH

DFAC—12.9%11.5%

DFAT12.9%—30.2%

IJH11.5%30.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

DFACWorst drop−8.5%13.0% vol

DFATWorst drop−9.6%14.7% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFATDFAC

+19.7%Year to date+14.9%

1.3%Yield0.9%

+24.7%Past year+16.5%

0.31%Fee0.21%

3–1DFAT wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAC, DFAT and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three