Compare · 2 funds side by side · dividends reinvested

DFAC and PTLC

DFACDimensional×PTLCPacer×

Versus in desk

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

02 / 04

DFAC and PTLC, 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%$85.7B1.1

Pacer Trendpilot US Large Cap ETFUS Stock Styles · Large cap0.60%1.03%+3.3%+4.2%+14.4%+8.2%−8.8%13.0%$3.1B1.9

Rank among the two1st → 2ndFee, 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 · PTLC 2015

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Trendpilot US Large Cap ETF · $3.1B$14,819

PTLC

DFAC

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

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

PTLCMeasureDFAC

+3.3%Year to dateJan 1 → Nov 6+11.4%

+4.2%1 yearTotal return+13.8%

+14.4%3 years · per year$10,000 became $14,982 · $17,722+21.0%

+8.2%5 years · per year$10,000 became $14,819 · $16,525+10.6%

0.60%Expense ratio$60 · $21 a year on $10k · lower is better0.21%

1.03%Trailing 12-mo yield$103 · $90 a year on $10k0.90%

−8.8%Worst dropSmaller is better−8.5%

13.0%VolatilityLower is calmer12.9%

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

1–7DFAC wins

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

More Ways to See the Pairs

PTLC vs DFAC: Top 5 Holdings

Today

PTLC

27.7%in top 5

DFAC

in top 520.4%

PTLCStockDFAC

7.9%AAPL5.9%

6.9%NVDA4.8%

6.3%MSFT5.0%

4.0%AMZN2.7%

2.6%GOOGLnot top 5

not top 5META1.9%

Held in common69.1%

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

PTLC vs DFAC Returns, Every Period

PacerPTLC

+8.2%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

PTLCDFACFaded: behind in that period

0–4DFAC wins

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

PTLC vs DFAC

YTD

PacerPTLC

+3.3%

DFACDimensional

+11.4%

+3.3%Year to date+11.4%

−8.8%Worst drop · 1Y−8.5%

13.0%Volatility · 1Y12.9%

1.0%Yield0.9%

$3.1BAssets$85.7B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, PTLC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

PTLC0.60%$60

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

Yields: DFAC, PTLC

1.03%highest, PTLC

FundTrailing yieldYield$10k

PTLC1.03%$103

DFAC0.90%$90

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

PTLC$103 − $60 = $43

KeptFee

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

Overlap: DFAC, PTLC

Today

69.1%most shared, DFAC and PTLC

DFACPTLC

DFAC—69.1%

PTLC69.1%—

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

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

PTLCWorst drop−8.8%13.0% vol

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

Paid More vs Made More

YTD

PTLCDFAC

+3.3%Year to date+11.4%

1.0%Yield0.9%

+4.2%Past year+13.8%

0.60%Fee0.21%

3–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026