Compare · 2 funds side by side · dividends reinvested

DFAC and EQTY

DFACDimensional×EQTYKovitz×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,526DFAC · best of the two

02 / 04

DFAC and EQTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.0

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+9.1%+14.2%+19.2%[…]−11.9%13.4%$1.4B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · EQTY 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

EQTY

Kovitz Core Equity ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 15.7% in common

DFACMeasureEQTY

+11.2%Year to dateJan 1 → Nov 5+9.1%

+14.3%1 yearTotal return+14.2%

+21.2%3 years · per year$10,000 became $17,812 · $16,955+19.2%

+10.6%5 years · per year$10,000 became $16,526 · […][…]

0.21%Expense ratio$21 · $99 a year on $10k · lower is better0.99%

0.90%Trailing 12-mo yield$90 · $2 a year on $10k0.02%

−8.5%Worst dropSmaller is better−11.9%

12.9%VolatilityLower is calmer13.4%

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

7–0DFAC wins

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

More Ways to See the Pairs

DFAC vs EQTY: Top 5 Holdings

Today

DFAC

20.5%in top 5

EQTY

in top 523.3%

DFACStockEQTY

5.8%AAPLnot top 5

not top 5GOOG5.4%

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZN4.8%

not top 5ICE4.5%

not top 5BDX4.4%

not top 5PM4.2%

1.9%METAnot top 5

Held in common15.7%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs EQTY Returns, Every Period

DimensionalDFAC

+14.3%

past year

EQTYKovitz

+14.2%

past year

DFACEQTYFaded: behind in that period

3–0DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs EQTY

YTD

DimensionalDFAC

+11.2%

EQTYKovitz

+9.1%

+11.2%Year to date+9.1%

−8.5%Worst drop · 1Y−11.9%

12.9%Volatility · 1Y13.4%

0.9%Yield0.0%

$85.7BAssets$1.4B

4–0DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, EQTY

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

EQTY0.99%$99

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, EQTY

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

EQTY0.02%$2

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, EQTY

Today

15.7%most shared, DFAC and EQTY

DFACEQTY

DFAC—15.7%

EQTY15.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

EQTYWorst drop−11.9%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACEQTY

+11.2%Year to date+9.1%

0.9%Yield0.0%

+14.3%Past year+14.2%

0.21%Fee0.99%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026