Compare · 2 funds side by side · dividends reinvested

DFAC and SMMD

DFACDimensional×SMMDiShares×

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 SMMD, 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

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.13%+18.5%+20.5%+21.7%+7.4%−9.7%16.6%$4.2B1.6

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 · SMMD 2017

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.2B$14,291

SMMD

DFAC

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

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

SMMDMeasureDFAC

+18.5%Year to dateJan 1 → Nov 4+15.8%

+20.5%1 yearTotal return+17.7%

+21.7%3 years · per year$10,000 became $18,029 · $18,682+23.2%

+7.4%5 years · per year$10,000 became $14,291 · $17,417+11.7%

0.23%Expense ratio$23 · $21 a year on $10k · lower is better0.21%

1.13%Trailing 12-mo yield$113 · $87 a year on $10k0.87%

−9.7%Worst dropSmaller is better−8.5%

16.6%VolatilityLower is calmer12.3%

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

3–5DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMMD vs DFAC: Top 5 Holdings

Today

SMMD

1.6%in top 5

DFAC

in top 520.1%

SMMDStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

0.3%ATInot top 5

0.3%RSnot top 5

0.3%GHnot top 5

0.3%USFDnot top 5

0.3%PKGnot top 5

Held in common22.2%

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

SMMD vs DFAC Returns, Every Period

iSharesSMMD

+7.4%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

SMMDDFACFaded: behind in that period

2–2Level

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

SMMD vs DFAC

YTD

iSharesSMMD

+18.5%

DFACDimensional

+15.8%

+18.5%Year to date+15.8%

−9.7%Worst drop · 1Y−8.5%

16.6%Volatility · 1Y12.3%

1.1%Yield0.9%

$4.2BAssets$87.6B

2–2level

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

Cost, Income and Risk

Fees: DFAC, SMMD

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SMMD0.23%$23

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

Yields: DFAC, SMMD

1.13%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.13%$113

DFAC0.87%$87

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

Income After Fees on $10,000

$90most kept, SMMD

SMMD$113 − $23 = $90

DFAC$87 − $21 = $66

KeptFee

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

Overlap: DFAC, SMMD

Today

22.2%most shared, DFAC and SMMD

DFACSMMD

DFAC—22.2%

SMMD22.2%—

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

Return vs Bumpiness: 2 ETFs

+20.5%SMMD, at 16.6% volatility

DFACWorst drop−8.5%12.3% vol

SMMDWorst drop−9.7%16.6% vol

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

Paid More vs Made More

YTD

SMMDDFAC

+18.5%Year to date+15.8%

1.1%Yield0.9%

+20.5%Past year+17.7%

0.23%Fee0.21%

3–1SMMD 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