Compare · 3 funds side by side · dividends reinvested

DFAC, SCDS and VUG

DFACDimensional×SCDSJ.P. Morgan×VUGVanguard×

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, SCDS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$89.2B1.6

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.14%+18.0%+21.5%[…][…]−9.7%17.8%$9M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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 · SCDS 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

SCDS

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

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

DFACMeasureSCDS

+11.2%Year to dateJan 1 → Nov 5+18.0%

+14.3%1 yearTotal return+21.5%

+21.2%3 years · per year$10,000 became $17,812 · […][…]

+10.6%5 years · per year$10,000 became $16,526 · […][…]

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

0.90%Trailing 12-mo yield$90 · $114 a year on $10k1.14%

−8.5%Worst dropSmaller is better−9.7%

12.9%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 5, 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

20.5%in top 5

SCDS

in top 54.9%

DFACStockSCDS

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot 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 5TWST0.9%

not top 5CHEF0.9%

Held in common3.4%

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

DFAC vs SCDS Returns, Every Period

DimensionalDFAC

+14.3%

past year

SCDSJ.P. Morgan

+21.5%

past year

DFACSCDSFaded: behind in that period

0–2SCDS wins

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

DFAC vs SCDS

YTD

DimensionalDFAC

+11.2%

SCDSJ.P. Morgan

+18.0%

+11.2%Year to date+18.0%

−8.5%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y17.8%

0.9%Yield1.1%

$89.2BAssets$9.5M

2–2level

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

Cost, Income and Risk

Fees: DFAC, SCDS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

SCDS0.40%$40

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

Yields: DFAC, SCDS, VUG

1.14%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.14%$114

DFAC0.90%$90

VUG0.43%$43

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

Income After Fees on $10,000

$74most kept, SCDS

SCDS$114 − $40 = $74

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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

Overlap: DFAC, SCDS, VUG

Today

36.2%most shared, DFAC and VUG

DFACSCDSVUG

DFAC—3.4%36.2%

SCDS3.4%—0.3%

VUG36.2%0.3%—

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

Return vs Bumpiness: 3 ETFs

+21.5%SCDS, at 17.8% volatility

DFACWorst drop−8.5%12.9% vol

SCDSWorst drop−9.7%17.8% 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

SCDSDFAC

+18.0%Year to date+11.2%

1.1%Yield0.9%

+21.5%Past year+14.3%

0.40%Fee0.21%

3–1SCDS 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026