Compare · 3 funds side by side · dividends reinvested

DFAC, MPIA and IJR

DFACDimensional×MPIAm+ Funds×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, MPIA and IJR, 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%$85.6B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.6

m Nasdaq-100 Accelerator Autocall ETFUS Stock Styles · Large cap0.70%5.04%[…][…][…][…][…][…]$15M2.0

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 · MPIA 2026 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

m Nasdaq-100 Accelerator Autocall ETF · $15M[…]

MPIA

DFAC

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

$10,000 five years ago, dividends reinvested

MPIAMeasureDFAC

[…]Year to dateJan 1 → Nov 6+11.4%

[…]1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.70%Expense ratio$70 · $21 a year on $10k · lower is better0.21%

5.04%Trailing 12-mo yield$504 · $90 a year on $10k0.90%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.9%

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

1–1Level

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

More Ways to See the Pairs

MPIA vs DFAC: Top 5 Holdings

Today

MPIA

[…]in top 5

DFAC

in top 520.4%

MPIAStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

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

MPIA vs DFAC Returns, Every Period

m+ FundsMPIA

[…]

past year

DFACDimensional

+13.8%

past year

Returns […]

MPIADFACFaded: behind in that period

0–0Level

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

MPIA vs IJR

YTD

m+ FundsMPIA

[…]

IJRiShares

+15.5%

[…]Year to date+15.5%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y16.2%

5.0%Yield1.2%

$15.1MAssets$104B

1–0MPIA wins

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

Cost, Income and Risk

Fees: DFAC, MPIA, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAC0.21%$21

MPIA0.70%$70

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

Yields: DFAC, MPIA, IJR

5.04%highest, MPIA

FundTrailing yieldYield$10k

MPIA5.04%$504

IJR1.24%$124

DFAC0.90%$90

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

Income After Fees on $10,000

$434most kept, MPIA

MPIA$504 − $70 = $434

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, MPIA, IJR

Today

6.4%most shared, DFAC and IJR

DFACMPIAIJR

DFAC—[…]6.4%

MPIA[…]—[…]

IJR6.4%[…]—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.2% vol

MPIAWorst drop[…][…]

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

Paid More vs Made More

YTD

MPIAIJR

[…]Year to date+15.5%

5.0%Yield1.2%

[…]Past year+17.6%

0.70%Fee0.06%

1–1level

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