Compare · 3 funds side by side · dividends reinvested

DFAC, MSOS and IJH

DFACDimensional×MSOSAdvisorShares×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

DFAC, MSOS and IJH, 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%$89.2B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.8

AdvisorShares Pure US Cannabis ETFUS Stock Styles · Large cap0.75%0.00%−12.5%−1.2%−9.7%−31.4%−52.9%93.5%$830M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · MSOS 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

MSOS

AdvisorShares Pure US Cannabis ETF · $830M$1,523

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFACMeasureMSOS

+11.2%Year to dateJan 1 → Nov 5−12.5%

+14.3%1 yearTotal return−1.2%

+21.2%3 years · per year$10,000 became $17,812 · $7,375−9.7%

+10.6%5 years · per year$10,000 became $16,526 · $1,523−31.4%

0.21%Expense ratio$21 · $75 a year on $10k · lower is better0.75%

0.90%Trailing 12-mo yield$90 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−52.9%

12.9%VolatilityLower is calmer93.5%

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

8–0DFAC 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 MSOS: Top 5 Holdings

Today

DFAC

20.5%in top 5

MSOS

in top 572.0%

DFACStockMSOS

not top 5TRLV36.5%

not top 5GTBIF16.5%

not top 5CURLF13.3%

5.8%AAPLnot top 5

not top 5VRNO5.7%

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

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

DFAC vs MSOS Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

MSOSAdvisorShares

−31.4%

5 years, per year

DFACMSOSFaded: behind in that period

4–0DFAC wins

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

DFAC vs IJH

YTD

DimensionalDFAC

+11.2%

IJHiShares

+9.5%

+11.2%Year to date+9.5%

−8.5%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

0.9%Yield1.3%

$89.2BAssets$125B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, MSOS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

MSOS0.75%$75

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

Yields: DFAC, MSOS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAC0.90%$90

MSOS0.00%$0

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

MSOS$0 − $75 = −$75

KeptFee

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

Overlap: DFAC, MSOS, IJH

Today

11.4%most shared, DFAC and IJH

DFACMSOSIJH

DFAC—0.0%11.4%

MSOS0.0%—0.0%

IJH11.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

MSOSWorst drop−52.9%93.5% vol

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

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.2%

1.3%Yield0.9%

+12.9%Past year+14.3%

0.05%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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