Compare · 3 funds side by side · dividends reinvested

DFAC, EPRF and IJH

DFACDimensional×EPRFInnovator×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,580DFAC · best of the three

Story of the three · IncomeMost incomeEPRF · 6.65% · $665 a year on $10k

Story of the three · RiskSmallest drop

DFAC, EPRF and IJH, 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%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$124B2.0

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.65%−8.7%−9.7%+1.2%−3.6%−10.9%8.1%$62M2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · EPRF 2016 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator S&P Inv. Grade Preferred ETF · $62M$8,335

EPRF

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EPRF

More Ways to See the Pairs

EPRF vs DFAC: Top 5 Holdings

Today

EPRF

20.2%in top 5

DFAC

in top 519.8%

EPRFStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.7%

not top 5NVDA4.4%

4.1%HIG-PGnot top 5

4.1%VOYA-PB

Cost, Income and Risk

Fees: DFAC, EPRF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

EPRF0.47%$47

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAC, EPRF, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

DFAC

−8.7%Year to dateJan 1 → Nov 12+14.1%

−9.7%1 yearTotal return+15.4%

+1.2%3 years · per year$10,000 became $10,360 · $17,581+20.7%

−3.6%5 years · per year$10,000 became $8,335 · $16,580+10.6%

0.47%Expense ratio$47 · $21 a year on $10k · lower is better0.21%

6.65%Trailing 12-mo yield$665 · $88 a year on $10k0.88%

−10.9%Worst dropSmaller is better−8.5%

8.1%VolatilityLower is calmer13.1%

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

2–6DFAC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.0%UMBFOnot top 5

4.0%AXS-PEnot top 5

4.0%STT-PGnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

EPRF vs DFAC Returns, Every Period

5Y

InnovatorEPRF

−3.6%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

EPRFDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

EPRF vs IJH

YTD

InnovatorEPRF

−8.7%

IJHiShares

+12.8%

−8.7%Year to date+12.8%

−10.9%Worst drop · 1Y−8.8%

8.1%Volatility · 1Y15.8%

6.6%Yield1.2%

$62.1MAssets$124B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

6.65%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.65%$665

IJH1.22%$122

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$618most kept, EPRF

EPRF$665 − $47 = $618

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, EPRF, IJH

Today

11.5%most shared, DFAC and IJH

DFACEPRFIJH

DFAC—0.0%11.5%

EPRF0.0%—0.0%

IJH11.5%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

EPRFWorst drop−10.9%8.1% vol

DFACWorst drop−8.5%13.1% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFDFAC

−8.7%Year to date+14.1%

6.6%Yield0.9%

−9.7%Past year+15.4%

0.47%Fee0.21%

3–1DFAC wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAC, EPRF and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three