Compare · 2 funds side by side · dividends reinvested

DFAC and DIA

DFACDimensional×DIASPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

DFAC and DIA, 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%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFAC 2005 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

DIA

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

$10,000 five years ago, dividends reinvested · they hold 24.5% in common

DIAMeasureDFAC

+8.8%Year to dateJan 1 → Nov 3+14.1%

+10.3%1 yearTotal return+16.0%

+18.7%3 years · per year$10,000 became $16,728 · $18,595+23.0%

+9.5%5 years · per year$10,000 became $15,770 · $16,976+11.2%

0.16%Expense ratio$16 · $21 a year on $10k · lower is better0.21%

1.39%Trailing 12-mo yield$139 · $88 a year on $10k0.88%

−9.8%Worst dropSmaller is better−8.5%

12.6%VolatilityLower is calmer12.2%

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

2–6DFAC wins

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

More Ways to See the Pairs

DIA vs DFAC: Top 5 Holdings

Today

DIA

33.8%in top 5

DFAC

in top 519.9%

DIAStockDFAC

10.5%GSnot top 5

7.3%CATnot top 5

6.0%MSFT4.7%

not top 5AAPL5.7%

5.2%AMGNnot top 5

not top 5NVDA5.2%

4.7%UNHnot top 5

not top 5AMZN2.5%

not top 5META1.9%

Held in common24.5%

End-of-day Nov 3, 2026 · share of each fund

DIA vs DFAC Returns, Every Period

SPDRDIA

+9.5%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

DIADFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DIA vs DFAC

YTD

SPDRDIA

+8.8%

DFACDimensional

+14.1%

+8.8%Year to date+14.1%

−9.8%Worst drop · 1Y−8.5%

12.6%Volatility · 1Y12.2%

1.4%Yield0.9%

$45.1BAssets$87.6B

3–1DFAC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

DFAC0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAC, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAC, DIA

Today

24.5%most shared, DFAC and DIA

DFACDIA

DFAC—24.5%

DIA24.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

DIAWorst drop−9.8%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DIADFAC

+8.8%Year to date+14.1%

1.4%Yield0.9%

+10.3%Past year+16.0%

0.16%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026