Compare · 3 funds side by side · dividends reinvested

DFAC, ONEY and VUG

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, ONEY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Russell 1000 Yield Focus ETFUS Stock Styles · Large cap0.20%2.79%+22.9%+27.4%+19.7%+10.5%−9.1%12.8%$687M1.6

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%$85.7B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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 · ONEY 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Russell 1000 Yield Focus ETF · $687M$16,469

ONEY

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested · they hold 11.3% in common

ONEYMeasureDFAC

+22.9%Year to dateJan 1 → Nov 5+11.2%

+27.4%1 yearTotal return+14.3%

+19.7%3 years · per year$10,000 became $17,132 · $17,812+21.2%

+10.5%5 years · per year$10,000 became $16,469 · $16,526+10.6%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

2.79%Trailing 12-mo yield$279 · $90 a year on $10k0.90%

−9.1%Worst dropSmaller is better−8.5%

12.8%VolatilityLower is calmer12.9%

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

5–3ONEY wins

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

More Ways to See the Pairs

ONEY vs DFAC: Top 5 Holdings

Today

ONEY

11.5%in top 5

DFAC

in top 520.5%

ONEYStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

3.8%PGRnot top 5

not top 5AMZN2.7%

2.2%ACNnot top 5

2.1%CMCSAnot top 5

1.9%ALLnot top 5

not top 5META1.9%

1.5%CInot top 5

Held in common11.3%

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

ONEY vs DFAC Returns, Every Period

SPDRONEY

+10.5%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

ONEYDFACFaded: behind in that period

2–2Level

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

ONEY vs DFAC

YTD

SPDRONEY

+22.9%

DFACDimensional

+11.2%

+22.9%Year to date+11.2%

−9.1%Worst drop · 1Y−8.5%

12.8%Volatility · 1Y12.9%

2.8%Yield0.9%

$687MAssets$85.7B

3–1ONEY wins

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

Cost, Income and Risk

Fees: DFAC, ONEY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ONEY0.20%$20

DFAC0.21%$21

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

Yields: DFAC, ONEY, VUG

2.79%highest, ONEY

FundTrailing yieldYield$10k

ONEY2.79%$279

DFAC0.90%$90

VUG0.43%$43

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

Income After Fees on $10,000

$259most kept, ONEY

ONEY$279 − $20 = $259

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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

Overlap: DFAC, ONEY, VUG

Today

36.2%most shared, DFAC and VUG

DFACONEYVUG

DFAC—11.3%36.2%

ONEY11.3%—0.2%

VUG36.2%0.2%—

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

Return vs Bumpiness: 3 ETFs

+27.4%ONEY, at 12.8% volatility

ONEYWorst drop−9.1%12.8% vol

DFACWorst drop−8.5%12.9% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

ONEYDFAC

+22.9%Year to date+11.2%

2.8%Yield0.9%

+27.4%Past year+14.3%

0.20%Fee0.21%

4–0ONEY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026