Compare · 2 funds side by side · dividends reinvested

DFAC and HAIL

DFACDimensional×HAILSPDR×

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 HAIL, 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%$89.2B1.1

State Street SPDR S&P Kensho Smart Mobility ETFUS Stock Styles · Large cap0.45%2.24%−8.4%−11.6%+7.5%−10.5%−31.8%32.0%$16M1.9

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 · HAIL 2017

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Smart Mobility ETF · $16M$5,731

HAIL

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

HAILMeasureDFAC

−8.4%Year to dateJan 1 → Nov 5+11.2%

−11.6%1 yearTotal return+14.3%

+7.5%3 years · per year$10,000 became $12,425 · $17,812+21.2%

−10.5%5 years · per year$10,000 became $5,731 · $16,526+10.6%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

2.24%Trailing 12-mo yield$224 · $90 a year on $10k0.90%

−31.8%Worst dropSmaller is better−8.5%

32.0%VolatilityLower is calmer12.9%

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

1–7DFAC wins

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

More Ways to See the Pairs

HAIL vs DFAC: Top 5 Holdings

Today

HAIL

13.3%in top 5

DFAC

in top 520.5%

HAILStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

4.6%VIAnot top 5

not top 5AMZN2.7%

2.4%LYFTnot top 5

2.3%HMCnot top 5

2.0%GMnot top 5

not top 5META1.9%

1.8%ALSNnot top 5

Held in common4.7%

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

HAIL vs DFAC Returns, Every Period

SPDRHAIL

−10.5%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

HAILDFACFaded: behind in that period

0–4DFAC wins

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

HAIL vs DFAC

YTD

SPDRHAIL

−8.4%

DFACDimensional

+11.2%

−8.4%Year to date+11.2%

−31.8%Worst drop · 1Y−8.5%

32.0%Volatility · 1Y12.9%

2.2%Yield0.9%

$16.0MAssets$89.2B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, HAIL

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

HAIL0.45%$45

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

Yields: DFAC, HAIL

2.24%highest, HAIL

FundTrailing yieldYield$10k

HAIL2.24%$224

DFAC0.90%$90

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

Income After Fees on $10,000

$179most kept, HAIL

HAIL$224 − $45 = $179

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, HAIL

Today

4.7%most shared, DFAC and HAIL

DFACHAIL

DFAC—4.7%

HAIL4.7%—

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

HAILWorst drop−31.8%32.0% vol

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

Paid More vs Made More

YTD

HAILDFAC

−8.4%Year to date+11.2%

2.2%Yield0.9%

−11.6%Past year+14.3%

0.45%Fee0.21%

3–1DFAC 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026