Compare · 3 funds side by side · dividends reinvested

DFAC, SPD and IJH

DFACDimensional×SPDSimplify×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748DFAC · best of the three

Story of the three · IncomeMost incomeSPD · 1.23% · $123 a year on $10k

Story of the three · RiskSmallest drop

DFAC, SPD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$124B2.1

Simplify US Equity PLUS Downside Convexity ETFUS Stock Styles · Large cap0.53%1.23%+4.7%+2.6%+16.8%+6.1%−10.4%14.2%$77M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · SPD 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

SPD

Simplify US Equity PLUS Downside Convexity ETF · $77M$13,457

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFAC

More Ways to See the Pairs

DFAC vs SPD: Top 5 Holdings

Today

DFAC

19.9%in top 5

SPD

in top 591.5%

DFACStockSPD

not top 5IVV91.5%

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

Cost, Income and Risk

Fees: DFAC, SPD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

SPD0.53%$53

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAC, SPD, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SPD

+14.9%Year to dateJan 1 → Nov 11+4.7%

+16.5%1 yearTotal return+2.6%

+21.0%3 years · per year$10,000 became $17,728 · $15,931+16.8%

+10.9%5 years · per year$10,000 became $16,748 · $13,457+6.1%

0.21%Expense ratio$21 · $53 a year on $10k · lower is better0.53%

0.87%Trailing 12-mo yield$87 · $123 a year on $10k1.23%

−8.5%Worst dropSmaller is better−10.4%

13.0%VolatilityLower is calmer14.2%

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

7–1DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%METAnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs SPD Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

SPDSimplify

+6.1%

5 years, per year

DFACSPDFaded: behind in that period

4–0DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs SPD

YTD

DimensionalDFAC

+14.9%

SPDSimplify

+4.7%

+14.9%Year to date+4.7%

−8.5%Worst drop · 1Y−10.4%

13.0%Volatility · 1Y14.2%

0.9%Yield1.2%

$87.4BAssets$77.0M

3–1DFAC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.23%highest, SPD

FundTrailing yieldYield$10k

SPD1.23%$123

IJH1.21%$121

DFAC0.87%$87

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

SPD$123 − $53 = $70

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPD, IJH

Today

11.5%most shared, DFAC and IJH

DFACSPDIJH

DFAC—0.0%11.5%

SPD0.0%—0.0%

IJH11.5%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

SPDWorst drop−10.4%14.2% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPDDFAC

+4.7%Year to date+14.9%

1.2%Yield0.9%

+2.6%Past year+16.5%

0.53%Fee0.21%

3–1DFAC wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAC, SPD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three