Compare · 2 funds side by side · dividends reinvested

DFAC and IUS

DFACDimensional×IUSInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,362IUS · best of the two

02 / 04

DFAC and IUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.24%+22.3%+25.6%+22.8%+14.1%−6.1%10.8%$1.0B1.0

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%$85.7B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI Strategic US ETF · $1.0B$19,362

IUS

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 60.2% in common

IUSMeasureDFAC

+22.3%Year to dateJan 1 → Nov 6+11.4%

+25.6%1 yearTotal return+13.8%

+22.8%3 years · per year$10,000 became $18,533 · $17,722+21.0%

+14.1%5 years · per year$10,000 became $19,362 · $16,525+10.6%

0.19%Expense ratio$19 · $21 a year on $10k · lower is better0.21%

1.24%Trailing 12-mo yield$124 · $90 a year on $10k0.90%

−6.1%Worst dropSmaller is better−8.5%

10.8%VolatilityLower is calmer12.9%

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

8–0IUS wins

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

More Ways to See the Pairs

IUS vs DFAC: Top 5 Holdings

Today

IUS

17.1%in top 5

DFAC

in top 520.4%

IUSStockDFAC

4.4%AAPL5.9%

4.2%MSFT5.0%

not top 5NVDA4.8%

3.0%BRK-Bnot top 5

2.9%GOOGLnot top 5

2.7%AMZN2.7%

not top 5META1.9%

Held in common60.2%

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

IUS vs DFAC Returns, Every Period

InvescoIUS

+14.1%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

IUSDFACFaded: behind in that period

4–0IUS wins

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

IUS vs DFAC

YTD

InvescoIUS

+22.3%

DFACDimensional

+11.4%

+22.3%Year to date+11.4%

−6.1%Worst drop · 1Y−8.5%

10.8%Volatility · 1Y12.9%

1.2%Yield0.9%

$1.0BAssets$85.7B

4–0IUS wins

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

Cost, Income and Risk

Fees: DFAC, IUS

Today

0.19%lowest, IUS

FundExpense ratioFee$10k

IUS0.19%$19

DFAC0.21%$21

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

Yields: DFAC, IUS

1.24%highest, IUS

FundTrailing yieldYield$10k

IUS1.24%$124

DFAC0.90%$90

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

Income After Fees on $10,000

$105most kept, IUS

IUS$124 − $19 = $105

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, IUS

Today

60.2%most shared, DFAC and IUS

DFACIUS

DFAC—60.2%

IUS60.2%—

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

Return vs Bumpiness: 2 ETFs

+25.6%IUS, at 10.8% volatility

IUSWorst drop−6.1%10.8% vol

DFACWorst drop−8.5%12.9% vol

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

Paid More vs Made More

YTD

IUSDFAC

+22.3%Year to date+11.4%

1.2%Yield0.9%

+25.6%Past year+13.8%

0.19%Fee0.21%

4–0IUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026