Compare · 3 funds side by side · dividends reinvested

DFAC, SMMD and VO

DFACDimensional×SMMDiShares×VOVanguard×

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, SMMD and VO, 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%$85.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.9

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.18%+13.9%+17.7%+19.8%+6.2%−9.7%17.0%$4.1B2.3

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 · SMMD 2017 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

SMMD

iShares Russell 2500 ETF · $4.1B$13,516

$10,000 five years ago, dividends reinvested · they hold 22.2% in common

DFACMeasureSMMD

+11.2%Year to dateJan 1 → Nov 5+13.9%

+14.3%1 yearTotal return+17.7%

+21.2%3 years · per year$10,000 became $17,812 · $17,183+19.8%

+10.6%5 years · per year$10,000 became $16,526 · $13,516+6.2%

0.21%Expense ratio$21 · $23 a year on $10k · lower is better0.23%

0.90%Trailing 12-mo yield$90 · $118 a year on $10k1.18%

−8.5%Worst dropSmaller is better−9.7%

12.9%VolatilityLower is calmer17.0%

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

5–3DFAC 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 SMMD: Top 5 Holdings

Today

DFAC

20.5%in top 5

SMMD

in top 51.6%

DFACStockSMMD

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 5ATI0.3%

not top 5USFD0.3%

not top 5THC0.3%

not top 5RS0.3%

not top 5PKG0.3%

Held in common22.2%

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

DFAC vs SMMD Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SMMDiShares

+6.2%

5 years, per year

DFACSMMDFaded: behind in that period

2–2Level

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

DFAC vs VO

YTD

DimensionalDFAC

+11.2%

VOVanguard

+10.7%

+11.2%Year to date+10.7%

−8.5%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.9%

0.9%Yield1.4%

$85.7BAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: DFAC, SMMD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAC0.21%$21

SMMD0.23%$23

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

Yields: DFAC, SMMD, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SMMD1.18%$118

DFAC0.90%$90

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMMD$118 − $23 = $95

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, SMMD, VO

Today

22.2%most shared, DFAC and SMMD

DFACSMMDVO

DFAC—22.2%19.6%

SMMD22.2%—0.4%

VO19.6%0.4%—

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

Return vs Bumpiness: 3 ETFs

+17.7%SMMD, at 17.0% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SMMDWorst drop−9.7%17.0% vol

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

Paid More vs Made More

YTD

VOSMMD

+10.7%Year to date+13.9%

1.4%Yield1.2%

+12.4%Past year+17.7%

0.03%Fee0.23%

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