Compare · 2 funds side by side · dividends reinvested

DFAC and DYNF

DFACDimensional×DYNFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,090DYNF · best of the two

02 / 04

DFAC and DYNF, 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

iShares U.S. Equity Factor Rotation Active ETFUS Stock Styles · Large cap0.26%0.84%+11.1%+11.3%+27.4%+13.8%−8.7%13.8%$41.8B1.8

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 · DYNF 2019

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

DYNF

iShares U.S. Equity Factor Rotation Active ETF · $41.8B$19,090

$10,000 five years ago, dividends reinvested · they hold 48.3% in common

DFACMeasureDYNF

+14.1%Year to dateJan 1 → Nov 3+11.1%

+16.0%1 yearTotal return+11.3%

+23.0%3 years · per year$10,000 became $18,595 · $20,665+27.4%

+11.2%5 years · per year$10,000 became $16,976 · $19,090+13.8%

0.21%Expense ratio$21 · $26 a year on $10k · lower is better0.26%

0.88%Trailing 12-mo yield$88 · $84 a year on $10k0.84%

−8.5%Worst dropSmaller is better−8.7%

12.2%VolatilityLower is calmer13.8%

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

6–2DFAC wins

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

More Ways to See the Pairs

DFAC vs DYNF: Top 5 Holdings

Today

DFAC

19.9%in top 5

DYNF

in top 528.3%

DFACStockDYNF

5.7%AAPL8.3%

5.2%NVDA7.8%

4.7%MSFT4.8%

2.5%AMZN4.0%

not top 5JPM3.4%

1.9%METAnot top 5

Held in common48.3%

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

DFAC vs DYNF Returns, Every Period

DimensionalDFAC

+11.2%

5 years, per year

DYNFiShares

+13.8%

5 years, per year

DFACDYNFFaded: behind in that period

2–2Level

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

DFAC vs DYNF

YTD

DimensionalDFAC

+14.1%

DYNFiShares

+11.1%

+14.1%Year to date+11.1%

−8.5%Worst drop · 1Y−8.7%

12.2%Volatility · 1Y13.8%

0.9%Yield0.8%

$87.6BAssets$41.8B

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, DYNF

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

DYNF0.26%$26

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

Yields: DFAC, DYNF

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

DYNF0.84%$84

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

DYNF$84 − $26 = $58

KeptFee

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

Overlap: DFAC, DYNF

Today

48.3%most shared, DFAC and DYNF

DFACDYNF

DFAC—48.3%

DYNF48.3%—

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

DYNFWorst drop−8.7%13.8% vol

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

Paid More vs Made More

YTD

DFACDYNF

+14.1%Year to date+11.1%

0.9%Yield0.8%

+16.0%Past year+11.3%

0.21%Fee0.26%

4–0DFAC wins

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