Compare · 3 funds side by side · dividends reinvested

DFAC, SCDS and VO

DFACDimensional×SCDSJ.P. Morgan×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

DFAC, SCDS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.10%+22.3%+26.2%[…][…]−9.7%17.8%$9M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · SCDS 2024 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

SCDS

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

DFACMeasureSCDS

+14.1%Year to dateJan 1 → Nov 9+22.3%

+17.7%1 yearTotal return+26.2%

+21.2%3 years · per year$10,000 became $17,787 · […][…]

+11.0%5 years · per year$10,000 became $16,820 · […][…]

0.21%Expense ratio$21 · $40 a year on $10k · lower is better0.40%

0.88%Trailing 12-mo yield$88 · $110 a year on $10k1.10%

−8.5%Worst dropSmaller is better−9.7%

13.1%VolatilityLower is calmer17.8%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SCDS: Top 5 Holdings

Today

DFAC

20.4%in top 5

SCDS

in top 54.9%

DFACStockSCDS

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5RHP1.1%

not top 5LTH1.0%

not top 5WSFS1.0%

not top 5CHEF0.9%

not top 5CON0.9%

Held in common3.4%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs SCDS Returns, Every Period

DimensionalDFAC

+17.7%

past year

SCDSJ.P. Morgan

+26.2%

past year

DFACSCDSFaded: behind in that period

0–2SCDS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+14.1%

VOVanguard

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.2%

13.1%Volatility · 1Y13.1%

0.9%Yield1.4%

$87.7BAssets$103B

2–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SCDS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAC0.21%$21

SCDS0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, SCDS, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SCDS1.10%$110

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SCDS$110 − $40 = $70

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SCDS, VO

Today

19.6%most shared, DFAC and VO

DFACSCDSVO

DFAC—3.4%19.6%

SCDS3.4%—0.8%

VO19.6%0.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.2%SCDS, at 17.8% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

SCDSWorst drop−9.7%17.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSCDS

+13.6%Year to date+22.3%

1.4%Yield1.1%

+15.6%Past year+26.2%

0.03%Fee0.40%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026