Compare · 3 funds side by side · dividends reinvested

DFAC, NBCR and VUG

DFACDimensional×NBCRNeuberger Berman×VUGVanguard×

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, NBCR and VUG, 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%$85.7B1.3

Neuberger Berman Core Equity ETFUS Stock Styles · Large cap0.52%0.43%+4.8%+5.7%[…][…]−10.4%12.9%$848M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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 · NBCR 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

NBCR

Neuberger Berman Core Equity ETF · $848M[…]

$10,000 five years ago, dividends reinvested · they hold 50.7% in common

DFACMeasureNBCR

+11.4%Year to dateJan 1 → Nov 6+4.8%

+13.8%1 yearTotal return+5.7%

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

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

0.21%Expense ratio$21 · $52 a year on $10k · lower is better0.52%

0.90%Trailing 12-mo yield$90 · $43 a year on $10k0.43%

−8.5%Worst dropSmaller is better−10.4%

12.9%VolatilityLower is calmer12.9%

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

5–0DFAC wins

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

More Ways to See the Pairs

DFAC vs NBCR: Top 5 Holdings

Today

DFAC

20.4%in top 5

NBCR

in top 526.9%

DFACStockNBCR

5.9%AAPL7.4%

5.0%MSFT6.5%

4.8%NVDA6.5%

2.7%AMZN3.8%

not top 5GOOGL2.6%

1.9%METAnot top 5

Held in common50.7%

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

DFAC vs NBCR Returns, Every Period

DimensionalDFAC

+13.8%

past year

NBCRNeuberger Berman

+5.7%

past year

DFACNBCRFaded: behind in that period

2–0DFAC wins

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

DFAC vs NBCR

YTD

DimensionalDFAC

+11.4%

NBCRNeuberger Berman

+4.8%

+11.4%Year to date+4.8%

−8.5%Worst drop · 1Y−10.4%

12.9%Volatility · 1Y12.9%

0.9%Yield0.4%

$85.7BAssets$848M

3–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, NBCR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

NBCR0.52%$52

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

Yields: DFAC, NBCR, VUG

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

NBCR0.43%$43

VUG0.42%$42

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

NBCR$43 − $52 = −$9

KeptFee

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

Overlap: DFAC, NBCR, VUG

Today

51.1%most shared, NBCR and VUG

DFACNBCRVUG

DFAC—50.7%35.7%

NBCR50.7%—51.1%

VUG35.7%51.1%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

NBCRWorst drop−10.4%12.9% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DFACNBCR

+11.4%Year to date+4.8%

0.9%Yield0.4%

+13.8%Past year+5.7%

0.21%Fee0.52%

4–0DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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