Compare · 3 funds side by side · dividends reinvested

DFAC, FCTR and IJH

DFACDimensional×FCTRFirst Trust×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, FCTR and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.8

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.65%−10.5%−10.7%+11.9%−1.4%−22.9%21.0%$45M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · FCTR 2018 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

FCTR

First Trust Lunt U.S. Factor Rotation ETF · $45M$9,336

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

DFACMeasureFCTR

+11.4%Year to dateJan 1 → Nov 6−10.5%

+13.8%1 yearTotal return−10.7%

+21.0%3 years · per year$10,000 became $17,722 · $14,020+11.9%

+10.6%5 years · per year$10,000 became $16,525 · $9,336−1.4%

0.21%Expense ratio$21 · $65 a year on $10k · lower is better0.65%

0.90%Trailing 12-mo yield$90 · $65 a year on $10k0.65%

−8.5%Worst dropSmaller is better−22.9%

12.9%VolatilityLower is calmer21.0%

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

8–0DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs FCTR: Top 5 Holdings

Today

DFAC

20.4%in top 5

FCTR

in top 57.5%

DFACStockFCTR

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5CHTR1.9%

not top 5INTU1.7%

not top 5FISV1.5%

not top 5V1.2%

not top 5VLTO1.2%

Held in common19.5%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs FCTR Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

FCTRFirst Trust

−1.4%

5 years, per year

DFACFCTRFaded: behind in that period

4–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs IJH

YTD

DimensionalDFAC

+11.4%

IJHiShares

+9.5%

+11.4%Year to date+9.5%

−8.5%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

0.9%Yield1.3%

$85.6BAssets$121B

3–1DFAC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, FCTR, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

FCTR0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, FCTR, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

DFAC0.90%$90

FCTR0.65%$65

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

FCTR$65 − $65 = $0

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, FCTR, IJH

Today

19.5%most shared, DFAC and FCTR

DFACFCTRIJH

DFAC—19.5%11.4%

FCTR19.5%—4.3%

IJH11.4%4.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

FCTRWorst drop−22.9%21.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.4%

1.3%Yield0.9%

+12.9%Past year+13.8%

0.05%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026