Compare · 2 funds side by side · dividends reinvested

DFAC and SCDS

DFACDimensional×SCDSJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

DFAC and SCDS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.4

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.09%+23.3%+25.1%[…][…]−9.7%17.3%$9M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · SCDS 2024

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

DFAC

SCDS

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

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

DFACMeasureSCDS

+15.8%Year to dateJan 1 → Nov 4+23.3%

+17.7%1 yearTotal return+25.1%

+23.2%3 years · per year$10,000 became $18,682 · […][…]

+11.7%5 years · per year$10,000 became $17,417 · […][…]

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

0.87%Trailing 12-mo yield$87 · $109 a year on $10k1.09%

−8.5%Worst dropSmaller is better−9.7%

12.3%VolatilityLower is calmer17.3%

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

3–3Level

End-of-day Nov 4, 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

20.1%in top 5

SCDS

in top 54.9%

DFACStockSCDS

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

not top 5RHP1.1%

not top 5LTH1.0%

not top 5WSFS0.9%

not top 5TWST0.9%

not top 5MOG-A0.9%

Held in common3.4%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs SCDS Returns, Every Period

DimensionalDFAC

+17.7%

past year

SCDSJ.P. Morgan

+25.1%

past year

DFACSCDSFaded: behind in that period

0–2SCDS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs SCDS

YTD

DimensionalDFAC

+15.8%

SCDSJ.P. Morgan

+23.3%

+15.8%Year to date+23.3%

−8.5%Worst drop · 1Y−9.7%

12.3%Volatility · 1Y17.3%

0.9%Yield1.1%

$87.6BAssets$9.4M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SCDS

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SCDS0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, SCDS

1.09%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.09%$109

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, SCDS

SCDS$109 − $40 = $69

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, SCDS

Today

3.4%most shared, DFAC and SCDS

DFACSCDS

DFAC—3.4%

SCDS3.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.1%SCDS, at 17.3% volatility

DFACWorst drop−8.5%12.3% vol

SCDSWorst drop−9.7%17.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCDSDFAC

+23.3%Year to date+15.8%

1.1%Yield0.9%

+25.1%Past year+17.7%

0.40%Fee0.21%

3–1SCDS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026