Compare · 4 funds side by side · dividends reinvested

DFAC, ONOF, VUG and IJR

DFACDimensional×ONOFGlobal X×VUGVanguard×IJRiShares×

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

02 / 04

DFAC, ONOF, VUG 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%$85.7B2.0

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%$104B2.4

Global X - Adaptive U.S. Risk Management ETFUS Stock Styles · Large cap0.39%1.26%+4.8%+5.6%+13.4%+6.8%−6.9%13.1%$162M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, 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 · ONOF 2021 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

ONOF

Global X - Adaptive U.S. Risk Management ETF · $162M$13,876

$10,000 five years ago, dividends reinvested · they hold 69.1% in common

DFACMeasureONOF

+11.4%Year to dateJan 1 → Nov 6+4.8%

+13.8%1 yearTotal return+5.6%

+21.0%3 years · per year$10,000 became $17,722 · $14,566+13.4%

+10.6%5 years · per year$10,000 became $16,525 · $13,876+6.8%

0.21%Expense ratio$21 · $39 a year on $10k · lower is better0.39%

0.90%Trailing 12-mo yield$90 · $126 a year on $10k1.26%

−8.5%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer13.1%

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

6–2DFAC 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 ONOF: Top 5 Holdings

Today

DFAC

20.4%in top 5

ONOF

in top 527.0%

DFACStockONOF

5.9%AAPL7.8%

4.8%NVDA6.6%

5.0%MSFT6.2%

2.7%AMZN3.9%

not top 5GOOGL2.6%

1.9%METAnot top 5

Held in common69.1%

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

DFAC vs ONOF Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

ONOFGlobal X

+6.8%

5 years, per year

DFACONOFFaded: behind in that period

4–0DFAC wins

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

DFAC vs ONOF

YTD

DimensionalDFAC

+11.4%

ONOFGlobal X

+4.8%

+11.4%Year to date+4.8%

−8.5%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y13.1%

0.9%Yield1.3%

$85.7BAssets$162M

2–2level

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

Cost, Income and Risk

Fees: DFAC, ONOF, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DFAC0.21%$21

ONOF0.39%$39

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

Yields: DFAC, ONOF, VUG, IJR

1.26%highest, ONOF

FundTrailing yieldYield$10k

ONOF1.26%$126

IJR1.24%$124

DFAC0.90%$90

VUG0.42%$42

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

ONOF$126 − $39 = $87

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFAC, ONOF, VUG, IJR

Today

69.1%most shared, DFAC and ONOF

DFACONOFVUGIJR

DFAC—69.1%35.7%6.4%

ONOF69.1%—55.0%0.0%

VUG35.7%55.0%—0.0%

IJR6.4%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

DFACWorst drop−8.5%12.9% vol

ONOFWorst drop−6.9%13.1% vol

IJRWorst drop−9.7%16.2% 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

ONOFIJR

+4.8%Year to date+15.5%

1.3%Yield1.2%

+5.6%Past year+17.6%

0.39%Fee0.06%

3–1IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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