Compare · 2 funds side by side · dividends reinvested

DFAC and INRO

DFACDimensional×INROiShares×

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 INRO, 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%$89.2B1.0

iShares U.S. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.62%+8.3%+9.4%[…][…]−9.3%15.4%$567M2.0

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 · INRO 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

INRO

iShares U.S. Industry Rotation Active ETF · $567M[…]

$10,000 five years ago, dividends reinvested · they hold 56.3% in common

DFACMeasureINRO

+11.2%Year to dateJan 1 → Nov 5+8.3%

+14.3%1 yearTotal return+9.4%

+21.2%3 years · per year$10,000 became $17,812 · […][…]

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

0.21%Expense ratio$21 · $42 a year on $10k · lower is better0.42%

0.90%Trailing 12-mo yield$90 · $62 a year on $10k0.62%

−8.5%Worst dropSmaller is better−9.3%

12.9%VolatilityLower is calmer15.4%

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

6–0DFAC 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 INRO: Top 5 Holdings

Today

DFAC

20.5%in top 5

INRO

in top 528.6%

DFACStockINRO

5.8%AAPL8.5%

5.1%NVDA7.4%

5.0%MSFT6.3%

2.7%AMZN3.8%

not top 5GOOGL2.6%

1.9%METAnot top 5

Held in common56.3%

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

DFAC vs INRO Returns, Every Period

DimensionalDFAC

+14.3%

past year

INROiShares

+9.4%

past year

DFACINROFaded: behind in that period

2–0DFAC wins

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

DFAC vs INRO

YTD

DimensionalDFAC

+11.2%

INROiShares

+8.3%

+11.2%Year to date+8.3%

−8.5%Worst drop · 1Y−9.3%

12.9%Volatility · 1Y15.4%

0.9%Yield0.6%

$89.2BAssets$567M

4–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, INRO

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

INRO0.42%$42

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

Yields: DFAC, INRO

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

INRO0.62%$62

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

INRO$62 − $42 = $20

KeptFee

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

Overlap: DFAC, INRO

Today

56.3%most shared, DFAC and INRO

DFACINRO

DFAC—56.3%

INRO56.3%—

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

INROWorst drop−9.3%15.4% vol

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

Paid More vs Made More

YTD

DFACINRO

+11.2%Year to date+8.3%

0.9%Yield0.6%

+14.3%Past year+9.4%

0.21%Fee0.42%

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%

$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