Compare · 3 funds side by side · dividends reinvested

DFAC, FITE and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,149FITE · best of the three

02 / 04

DFAC, FITE and VO, 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%$85.6B2.0

State Street SPDR S&P Kensho Future Security ETFUS Stock Styles · Large cap0.45%0.12%+19.6%+17.9%+30.8%+13.9%−16.3%29.6%$140M2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

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 · FITE 2017 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

FITE

State Street SPDR S&P Kensho Future Security ETF · $140M$19,149

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

DFACMeasureFITE

+11.4%Year to dateJan 1 → Nov 6+19.6%

+13.8%1 yearTotal return+17.9%

+21.0%3 years · per year$10,000 became $17,722 · $22,367+30.8%

+10.6%5 years · per year$10,000 became $16,525 · $19,149+13.9%

0.21%Expense ratio$21 · $45 a year on $10k · lower is better0.45%

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

−8.5%Worst dropSmaller is better−16.3%

12.9%VolatilityLower is calmer29.6%

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

4–4Level

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 FITE: Top 5 Holdings

Today

DFAC

20.4%in top 5

FITE

in top 512.7%

DFACStockFITE

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

not top 5RPD3.1%

2.7%AMZNnot top 5

not top 5QLYS2.6%

not top 5TENB2.4%

not top 5ZS2.3%

not top 5NABL2.3%

1.9%METAnot top 5

Held in common3.8%

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

DFAC vs FITE Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

FITESPDR

+13.9%

5 years, per year

DFACFITEFaded: behind in that period

0–4FITE wins

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

DFAC vs VO

YTD

DimensionalDFAC

+11.4%

VOVanguard

+10.6%

+11.4%Year to date+10.6%

−8.5%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.9%

0.9%Yield1.4%

$85.6BAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: DFAC, FITE, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAC0.21%$21

FITE0.45%$45

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

Yields: DFAC, FITE, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAC0.90%$90

FITE0.12%$12

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

FITE$12 − $45 = −$33

KeptFee

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

Overlap: DFAC, FITE, VO

Today

19.7%most shared, DFAC and VO

DFACFITEVO

DFAC—3.8%19.7%

FITE3.8%—4.6%

VO19.7%4.6%—

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

Return vs Bumpiness: 3 ETFs

+17.9%FITE, at 29.6% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

FITEWorst drop−16.3%29.6% vol

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

Paid More vs Made More

YTD

VOFITE

+10.6%Year to date+19.6%

1.4%Yield0.1%

+11.6%Past year+17.9%

0.03%Fee0.45%

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