Compare · 3 funds side by side · dividends reinvested

DFAC, SPGP and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

DFAC, SPGP and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.0

Invesco S&P 500 GARP ETFUS Stock Styles · Large cap0.34%0.75%+12.6%+16.7%+13.6%+7.8%−11.2%15.8%$2.1B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · SPGP 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

SPGP

Invesco S&P 500 GARP ETF · $2.1B$14,567

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

DFACMeasureSPGP

+14.1%Year to dateJan 1 → Nov 9+12.6%

+17.7%1 yearTotal return+16.7%

+21.2%3 years · per year$10,000 became $17,787 · $14,641+13.6%

+11.0%5 years · per year$10,000 became $16,820 · $14,567+7.8%

0.21%Expense ratio$21 · $34 a year on $10k · lower is better0.34%

0.88%Trailing 12-mo yield$88 · $75 a year on $10k0.75%

−8.5%Worst dropSmaller is better−11.2%

13.1%VolatilityLower is calmer15.8%

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

8–0DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SPGP: Top 5 Holdings

Today

DFAC

20.4%in top 5

SPGP

in top 510.7%

DFACStockSPGP

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

not top 5CINF2.2%

not top 5LLY2.2%

not top 5PGR2.1%

not top 5RCL2.1%

not top 5ACGL2.1%

1.9%METAnot top 5

Held in common16.1%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs SPGP Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

SPGPInvesco

+7.8%

5 years, per year

DFACSPGPFaded: behind in that period

4–0DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs IJH

YTD

DimensionalDFAC

+14.1%

IJHiShares

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.8%

0.9%Yield1.2%

$85.6BAssets$121B

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SPGP, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

SPGP0.34%$34

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, SPGP, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAC0.88%$88

SPGP0.75%$75

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

SPGP$75 − $34 = $41

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPGP, IJH

Today

16.1%most shared, DFAC and SPGP

DFACSPGPIJH

DFAC—16.1%11.4%

SPGP16.1%—0.0%

IJH11.4%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SPGPWorst drop−11.2%15.8% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+13.6%Year to date+14.1%

1.2%Yield0.9%

+17.5%Past year+17.7%

0.05%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026