Compare · 3 funds side by side · dividends reinvested

DFAC, SGLC and IJH

DFACDimensional×SGLCSummit Global Investments×IJHiShares×

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, SGLC and IJH, 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%$85.7B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.21%+10.8%+14.6%+21.2%[…]−9.7%15.9%$236M2.4

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 · SGLC 2023 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

SGLC

SGI U.S. Large Cap Core ETF · $236M[…]

$10,000 five years ago, dividends reinvested · they hold 47.7% in common

DFACMeasureSGLC

+11.2%Year to dateJan 1 → Nov 5+10.8%

+14.3%1 yearTotal return+14.6%

+21.2%3 years · per year$10,000 became $17,812 · $17,809+21.2%

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

0.21%Expense ratio$21 · $85 a year on $10k · lower is better0.85%

0.90%Trailing 12-mo yield$90 · $21 a year on $10k0.21%

−8.5%Worst dropSmaller is better−9.7%

12.9%VolatilityLower is calmer15.9%

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

5–1DFAC wins

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 SGLC: Top 5 Holdings

Today

DFAC

20.5%in top 5

SGLC

in top 529.5%

DFACStockSGLC

5.1%NVDA9.0%

5.8%AAPL7.1%

5.0%MSFT6.0%

2.7%AMZN4.2%

not top 5GOOGL3.4%

1.9%METAnot top 5

Held in common47.7%

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

DFAC vs SGLC Returns, Every Period

DimensionalDFAC

+14.3%

past year

SGLCSummit Global Investments

+14.6%

past year

DFACSGLCFaded: behind in that period

1–1Level

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

DFAC vs IJH

YTD

DimensionalDFAC

+11.2%

IJHiShares

+9.5%

+11.2%Year to date+9.5%

−8.5%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

0.9%Yield1.3%

$85.7BAssets$121B

3–1DFAC wins

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

Cost, Income and Risk

Fees: DFAC, SGLC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

SGLC0.85%$85

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

Yields: DFAC, SGLC, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAC0.90%$90

SGLC0.21%$21

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

SGLC$21 − $85 = −$64

KeptFee

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

Overlap: DFAC, SGLC, IJH

Today

47.7%most shared, DFAC and SGLC

DFACSGLCIJH

DFAC—47.7%11.4%

SGLC47.7%—0.0%

IJH11.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.6%SGLC, at 15.9% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

SGLCWorst drop−9.7%15.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.2%

1.3%Yield0.9%

+12.9%Past year+14.3%

0.05%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026