Compare · 2 funds side by side · dividends reinvested

DFAC and QUS

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 QUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR MSCI USA StrategicFactors ETFUS Stock Styles · Large cap0.15%1.25%+11.7%+14.5%+19.1%+10.5%−6.8%9.8%$1.6B1.3

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%$85.6B1.8

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 · QUS 2015

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

QUS

State Street SPDR MSCI USA StrategicFactors ETF · $1.6B$16,500

$10,000 five years ago, dividends reinvested · they hold 55.3% in common

DFACMeasureQUS

+11.4%Year to dateJan 1 → Nov 6+11.7%

+13.8%1 yearTotal return+14.5%

+21.0%3 years · per year$10,000 became $17,722 · $16,913+19.1%

+10.6%5 years · per year$10,000 became $16,525 · $16,500+10.5%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.90%Trailing 12-mo yield$90 · $125 a year on $10k1.25%

−8.5%Worst dropSmaller is better−6.8%

12.9%VolatilityLower is calmer9.8%

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

2–6QUS 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 QUS: Top 5 Holdings

Today

DFAC

20.4%in top 5

QUS

in top 514.3%

DFACStockQUS

5.9%AAPL3.3%

5.0%MSFT3.9%

4.8%NVDA2.3%

2.7%AMZNnot top 5

not top 5LLY2.6%

not top 5V2.2%

1.9%METAnot top 5

Held in common55.3%

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

DFAC vs QUS Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

QUSSPDR

+10.5%

5 years, per year

DFACQUSFaded: behind in that period

2–2Level

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

DFAC vs QUS

YTD

DimensionalDFAC

+11.4%

QUSSPDR

+11.7%

+11.4%Year to date+11.7%

−8.5%Worst drop · 1Y−6.8%

12.9%Volatility · 1Y9.8%

0.9%Yield1.3%

$85.6BAssets$1.6B

4–0QUS wins

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

Cost, Income and Risk

Fees: DFAC, QUS

Today

0.15%lowest, QUS

FundExpense ratioFee$10k

QUS0.15%$15

DFAC0.21%$21

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

Yields: DFAC, QUS

1.25%highest, QUS

FundTrailing yieldYield$10k

QUS1.25%$125

DFAC0.90%$90

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

Income After Fees on $10,000

$110most kept, QUS

QUS$125 − $15 = $110

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, QUS

Today

55.3%most shared, DFAC and QUS

DFACQUS

DFAC—55.3%

QUS55.3%—

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

Return vs Bumpiness: 2 ETFs

+14.5%QUS, at 9.8% volatility

QUSWorst drop−6.8%9.8% vol

DFACWorst drop−8.5%12.9% vol

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

Paid More vs Made More

YTD

QUSDFAC

+11.7%Year to date+11.4%

1.3%Yield0.9%

+14.5%Past year+13.8%

0.15%Fee0.21%

4–0QUS 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026