Compare · 3 funds side by side · dividends reinvested

DFAC, FEX and IJH

DFACDimensional×FEXFirst Trust×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,562FEX · best of the three

02 / 04

DFAC, FEX and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.03%+17.8%+19.9%+22.8%+10.6%−6.6%12.9%$1.6B1.5

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%$85.7B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · FEX 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

FEX

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,562

$10,000 five years ago, dividends reinvested · they hold 34.9% in common

DFACMeasureFEX

+11.2%Year to dateJan 1 → Nov 5+17.8%

+14.3%1 yearTotal return+19.9%

+21.2%3 years · per year$10,000 became $17,812 · $18,539+22.8%

+10.6%5 years · per year$10,000 became $16,526 · $16,562+10.6%

0.21%Expense ratio$21 · $57 a year on $10k · lower is better0.57%

0.90%Trailing 12-mo yield$90 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−6.6%

12.9%VolatilityLower is calmer12.9%

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

1–5FEX 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 FEX: Top 5 Holdings

Today

DFAC

20.5%in top 5

FEX

in top 52.9%

DFACStockFEX

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5ROP0.6%

not top 5PTC0.6%

not top 5FISV0.6%

not top 5STZ0.5%

not top 5CCL0.5%

Held in common34.9%

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

DFAC vs FEX Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

FEXFirst Trust

+10.6%

5 years, per year

DFACFEXFaded: behind in that period

0–3FEX wins

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

DFAC vs IJH

YTD

DimensionalDFAC

+11.2%

IJHiShares

+9.5%

+11.2%Year to date+9.5%

−8.5%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

0.9%Yield1.3%

$85.7BAssets$121B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, FEX, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

FEX0.57%$57

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

Yields: DFAC, FEX, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

FEX1.03%$103

DFAC0.90%$90

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

FEX$103 − $57 = $46

KeptFee

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

Overlap: DFAC, FEX, IJH

Today

34.9%most shared, DFAC and FEX

DFACFEXIJH

DFAC—34.9%11.4%

FEX34.9%—7.2%

IJH11.4%7.2%—

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

Return vs Bumpiness: 3 ETFs

+19.9%FEX, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

FEXWorst drop−6.6%12.9% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHFEX

+9.5%Year to date+17.8%

1.3%Yield1.0%

+12.9%Past year+19.9%

0.05%Fee0.57%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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