Compare · 3 funds side by side · dividends reinvested

DFAC, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

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

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$44.9B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

Rank among the three1st → 3rdFee, 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 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

DFACMeasureDIA

+15.8%Year to dateJan 1 → Nov 4+12.2%

+17.7%1 yearTotal return+14.2%

+23.2%3 years · per year$10,000 became $18,682 · $16,984+19.3%

+11.7%5 years · per year$10,000 became $17,417 · $16,375+10.4%

0.21%Expense ratio$21 · $16 a year on $10k · lower is better0.16%

0.87%Trailing 12-mo yield$87 · $135 a year on $10k1.35%

−8.5%Worst dropSmaller is better−9.8%

12.3%VolatilityLower is calmer12.9%

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

6–2DFAC 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 DIA: Top 5 Holdings

Today

DFAC

20.1%in top 5

DIA

in top 533.5%

DFACStockDIA

not top 5GS10.3%

not top 5CAT7.2%

4.8%MSFT6.0%

5.6%AAPLnot top 5

5.3%NVDAnot top 5

not top 5AMGN5.3%

not top 5V4.8%

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common24.4%

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

DFAC vs DIA Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

DIASPDR

+10.4%

5 years, per year

DFACDIAFaded: behind in that period

4–0DFAC wins

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

DFAC vs DIA

YTD

DimensionalDFAC

+15.8%

DIASPDR

+12.2%

+15.8%Year to date+12.2%

−8.5%Worst drop · 1Y−9.8%

12.3%Volatility · 1Y12.9%

0.9%Yield1.3%

$89.2BAssets$44.9B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

DFAC0.21%$21

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

Yields: DFAC, DIA, VUG

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

DFAC0.87%$87

VUG0.40%$40

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

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

Overlap: DFAC, DIA, VUG

Today

36.1%most shared, DFAC and VUG

DFACDIAVUG

DFAC—24.4%36.1%

DIA24.4%—20.5%

VUG36.1%20.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

DIAWorst drop−9.8%12.9% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

DIADFAC

+12.2%Year to date+15.8%

1.3%Yield0.9%

+14.2%Past year+17.7%

0.16%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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