Compare · 2 funds side by side · dividends reinvested

DFAC and SMRI

DFACDimensional×SMRIBushido×

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 SMRI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bushido Capital US Equity ETFUS Stock Styles · Large cap0.71%1.40%+33.5%+38.8%+28.0%[…]−8.7%15.1%$716M1.4

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%$89.2B1.5

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 · SMRI 2023

Head to Head

Swap sides Versus in desk

Head to Head

Bushido Capital US Equity ETF · $716M[…]

SMRI

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

SMRIMeasureDFAC

+33.5%Year to dateJan 1 → Nov 4+15.8%

+38.8%1 yearTotal return+17.7%

+28.0%3 years · per year$10,000 became $20,954 · $18,682+23.2%

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

0.71%Expense ratio$71 · $21 a year on $10k · lower is better0.21%

1.40%Trailing 12-mo yield$140 · $87 a year on $10k0.87%

−8.7%Worst dropSmaller is better−8.5%

15.1%VolatilityLower is calmer12.3%

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

4–3SMRI wins

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

More Ways to See the Pairs

SMRI vs DFAC: Top 5 Holdings

Today

SMRI

12.1%in top 5

DFAC

in top 520.1%

SMRIStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

2.7%ACNnot top 5

not top 5AMZN2.6%

2.4%UTHRnot top 5

2.4%INTUnot top 5

2.3%LLYnot top 5

2.3%ADSKnot top 5

not top 5META1.9%

Held in common8.0%

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

SMRI vs DFAC Returns, Every Period

BushidoSMRI

+38.8%

past year

DFACDimensional

+17.7%

past year

SMRIDFACFaded: behind in that period

3–0SMRI wins

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

SMRI vs DFAC

YTD

BushidoSMRI

+33.5%

DFACDimensional

+15.8%

+33.5%Year to date+15.8%

−8.7%Worst drop · 1Y−8.5%

15.1%Volatility · 1Y12.3%

1.4%Yield0.9%

$716MAssets$89.2B

2–2level

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

Cost, Income and Risk

Fees: DFAC, SMRI

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SMRI0.71%$71

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

Yields: DFAC, SMRI

1.40%highest, SMRI

FundTrailing yieldYield$10k

SMRI1.40%$140

DFAC0.87%$87

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

Income After Fees on $10,000

$69most kept, SMRI

SMRI$140 − $71 = $69

DFAC$87 − $21 = $66

KeptFee

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

Overlap: DFAC, SMRI

Today

8.0%most shared, DFAC and SMRI

DFACSMRI

DFAC—8.0%

SMRI8.0%—

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

Return vs Bumpiness: 2 ETFs

+38.8%SMRI, at 15.1% volatility

DFACWorst drop−8.5%12.3% vol

SMRIWorst drop−8.7%15.1% vol

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

Paid More vs Made More

YTD

SMRIDFAC

+33.5%Year to date+15.8%

1.4%Yield0.9%

+38.8%Past year+17.7%

0.71%Fee0.21%

3–1SMRI 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026